Taylor A Chamness
Investment adviser representative at Wela Financial Advisory
10 yearsExperience
1 stateRegistered in
$657.1MFirm assets
15 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Wela Financial AdvisoryMar 2022 to now
- Frost BankJul 2019 to now
- Frost Brokerage ServicesJul 2019 to now
- AXA Advisors, LLCAug 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wela Financial Advisory
Legal name: Brent Forrest & Associates, L.L.C.
$657.1MAssets managed
446Clients
6Advisers
15 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
- 6679382
- Firm CRD
- 126266