Taylor James Nettis
Investment adviser representative at Focus Partners Wealth, LLC
11 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 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 feePerformance-basedOther
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
11 years in the industry.
- Focus Partners Wealth, LLCAug 2026 to now
- Focus Partner Wealth, LLCMar 2026 to now
- Trinity Wealth SecuritiesDec 2023 to Mar 2026
- Flordia Financial Advisors dba Georgia FinancialMay 2023 to Mar 2026
- Georgia Museum of ArtFeb 2023 to Jun 2023
- Gwinnnet Park and RecreationDec 2022 to Feb 2023
- Berry CollegeAug 2019 to Dec 2022
- Kiddieland Child CareAug 2015 to Jul 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 7803079
- Firm CRD
- 159289