Andrew Reagan Taylor
Investment adviser representative at Prota Financial
10 yearsExperience
2 statesRegistered in
$270.4MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Prota FinancialJul 2022 to now
- Ramsey SolutionsJun 2019 to May 2022
- Gerson Lehrman GroupSep 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Prota Financial
Legal name: Prota Financial, LLC
$270.4MAssets managed
673Clients
15Advisers
4 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
- 7602012
- Firm CRD
- 283776