Corey Eric Taylor
Investment adviser representative at Confluence Financial Partners
10 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$7.8BFirm assets
Are you Corey Eric Taylor? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Confluence Financial PartnersApr 2021 to now
- PNC Wealth ManagementJul 2020 to Apr 2021
- Peranis Hockey WorldMay 2016 to Jul 2020
Designations
- CFP® certification
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 7359976
- Firm CRD
- 311980