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Gavin Taylor

Advisor at Primerica Advisors

Updated today

Location

Chipley, FL 32428

Credentials

Series 66

Industry experience

4 years

About

Gavin Taylor is a Series 66 licensed advisor with Primerica Advisors, based in Chipley, FL, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company and spent seven years with the Department of Defense, where he also worked part-time as an engineer. He is a partner in GCK Family Enterprises, LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Client services

Based on Primerica Advisors

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Primerica Advisors

Wealth management Tax-loss harvesting Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Primerica Advisors

Founder/Business Owner Executive Retired Self-Employed

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Fee options

Fixed

Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting

Percentage

$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)

Commissions

Brokerage commissions and ticket charges applicable for transaction-based accounts

Project-based

Hourly financial planning/consulting fees generally $100-$500 per hour

Subscriptions

Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000

Other

Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000

Location

1282 Church Avenue

Chipley, FL 32428

Most active in

Alabama · Florida

Work history

Park Avenue securities

2022 - Present (4 years)

Guardian life Insurance Company

2022 - Present (4 years)

Department of Defense

2015 - 2022 (7 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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Bonifay, FL

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Emily Landers is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her career includes roles at various Cetera entities since 2021 and prior experience at Wells Fargo Clearing from 2016 to 2021. Before entering the financial sector, she worked at Distinctive Millwork LLC from 2013 to 2016. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

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