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Taylor Daniel Griffey

Investment adviser representative at Raymond James Financial Services Advisors, Inc
12 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 feeCommissionsOther

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.

  1. Gs Advisory PartnersSep 2026 to now
  2. Raymond James Financial Services Advisors, Inc.Jun 2026 to now
  3. Raymond James Financial Cervices, Inc.Jun 2026 to now
  4. LPL Financial LLCJun 2022 to Jun 2026
  5. Wealthcare Advisory Partners LLCJun 2022 to Jun 2026
  6. Jackson National Life Distributors LLCJan 2022 to May 2022
  7. Wealthcare Advisory Partners LLCMay 2021 to Sep 2021
  8. AvalonMar 2021 to Aug 2021
  9. Uber EatsAug 2020 to Aug 2021
  10. University of TennesseeAug 2019 to Jan 2022
  11. Knoxville Catholic High SchoolJan 2019 to May 2019
  12. UnemployedSep 2018 to Dec 2018
  13. TldMay 2018 to Aug 2018
  14. Natural RootsFeb 2016 to Dec 2020
  15. Knoxville Catholic High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (TN).

Raymond James Financial Services Advisors, Inc

$390BAssets managed
508,439Clients
6,726Advisers
17 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
7395215
Firm CRD
149018
Advisor's SEC record (opens in a new tab)
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