Norman Berry Taylor
Investment adviser representative at Api Financial Advisors, LLC
14 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Api Financial Advisors, LLCMay 2023 to now
- Space Coast ScoreNov 2021 to Apr 2023
- Transamerica Financial Advisors, IncApr 2020 to Feb 2023
- World Financial Group, Inc.Oct 2019 to Feb 2023
- Triple Diamond PlasticsSep 2012 to Mar 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (FL).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 7249720
- Firm CRD
- 304586