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David Taylor

Advisor at Raymond James Financial

Updated today

Location

Corsicana, TX 75110

Credentials

Series 63

Industry experience

46 years

About

David Taylor is a financial advisor with Raymond James Financial in Corsicana, TX, holding a Series 63 designation and possessing 46 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1985 and Raymond James Financial since 2009. Outside of his advisory role, Taylor is a licensed insurance agent and owner of a CPA firm, David E. Taylor, CPA, PFS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

122 South 12 Th Street, Suite 101

Corsicana, TX 75110

Most active in

Alabama · Texas

Work history

Raymond James Financial

2009 - Present (17 years)

Raymond james Financial Services, Inc.

1985 - Present (41 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Benjamin R

Series 65

Corsicana, TX

TRADEway

Benjamin Russell is a financial advisor at TRADEway with nine years of industry experience. He holds a Series 65 designation and previously worked at Disney from 2014 to 2019. Russell is a limited partner in Truth Partners LLP, an automated crypto trading business. TRADEway serves individual and high-net-worth clients through education, coaching, and advisory services, offering subscription-based research tools and model investment portfolios. The firm’s approach integrates fundamental analysis, technical analysis, and market tone, providing both short-term trading methods and longer-term model portfolios.

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Series 63

Corsicana, TX

LPL Financial

David Nyquist is a financial advisor with LPL Financial based in Corsicana, TX, holding a Series 63 designation and bringing 45 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1989. Outside of his advisory work, he is a notary public serving business clients. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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Retirement income strategy Divorce financial planning Military & Veterans Educators, Teachers, and Academics

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Charitable giving & philanthropy General estate planning guidance Retirement income strategy General retirement planning
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Jason G

Series 66

Corsicana, TX

J.P. Morgan Securities

Jason Garcia is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. from 2012 to 2025. Outside of his advisory role, he is a co-owner of a family rental property in Waxahachie, Texas. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Wealth management Executive Founder/Business Owner
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