Advisor at Jackson Taylor Investment Securities
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Firm
Jackson Taylor Investment Securities
Location
Seneca, SC 29672-2275
Credentials
Series 63, Series 65
Industry experience
40 years
Leonard Taylor is a financial advisor with Jackson Taylor Investment Securities in Seneca, SC, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with his current firm since 2010. Taylor has an atypical academic background, including advanced seminary degrees. Jackson Taylor Investment Securities provides discretionary portfolio management for individuals, trusts, and estates, focusing on individualized investment plans. The firm manages approximately $16 million across about 110 client accounts, emphasizing individual securities with strategies that include long- and short-term trading, options, and fixed-income allocations under discretionary authority.
Based on Jackson Taylor Investment Securities
1.00% annually
Minimum fee: Minimum portfolio value and minimum annual fees may apply; negotiable at firm's discretion
705 Westhampton Dr.
Seneca, SC 29672-2275
South Carolina
Jackson Taylor Investment Securities
2010 - Present (16 years)
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Other specialized services
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