Daniel Leroy Taylor
Investment adviser representative at Resurgent Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$354.7MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Resurgent AdvisorsJan 2022 to now
- Great Lakes Atlantic Wealth Management and Advisory PartnersMar 2017 to now
- Raymond James Financial Services Advisors Inc.Dec 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Resurgent Advisors
Legal name: Resurgent Financial Advisors LLC
$354.7MAssets managed
381Clients
9Advisers
6 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
- 6739316
- Firm CRD
- 299575