Taylor Reasoner
Investment adviser representative at Eq Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$617MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Eq Wealth Advisors, LLCNov 2022 to now
- Planning StrategiesJun 2022 to now
- Texas Tech UniversitySep 2019 to May 2022
- Oberkampf SupplyDec 2018 to Sep 2019
- Texas Tech UniversityJun 2017 to Dec 2018
- Primewest MortgageJun 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Eq Wealth Advisors
Legal name: Eq Wealth Advisors, LLC
$617MAssets managed
309Clients
3Advisers
3 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
- 7586264
- Firm CRD
- 322294