Meggan E Taylor
Investment adviser representative at Raymond James & Associates, Inc.
12 yearsExperience
1 stateRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Raymond James & Associates, Inc.Jul 2024 to now
- Raymond James & Associate Inc.Aug 2023 to now
- Prime LendingAug 2018 to Aug 2023
- Bbva Wealth Solutions Inc.Aug 2018 to Aug 2018
- Bbva Securities IncMay 2018 to Aug 2018
- Bbva Compass Insurance Agency Inc.Sep 2017 to Aug 2018
- Compass BankSep 2017 to Aug 2018
- PNC BankJul 2017 to Aug 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Jun 2017
- Wells Fargo Advisors, LLCAug 2015 to Nov 2016
- Wells Fargo Bank NADec 2011 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2015
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (AL).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6552338
- Firm CRD
- 705