Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Hartford City, IN 47348
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
30 years
Robert Taylor is a CFP® and ChFC® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been affiliated with Raymond James and his own entities, Taylored Financial LLC and Tily, LLC, since 2009 and 2011 respectively. His outside business activities include ownership of Tily, LLC, a rental real estate entity co-owned with his wife. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and a broad range of implementation options supported by firm research and an extensive affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
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%
320 West Huggins Drive
Hartford City, IN 47348
Indiana · Texas
Tily, Llc
2011 - Present (15 years)
Raymond James Financial
2011 - Present (15 years)
Taylored Financial Llc
2009 - Present (17 years)
RAYMOND JAMES FINANCIAL SERVICES, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Upland, IN
Investor FAN
Series 66
Upland, IN
BFC PLANNING, Inc.
Series 66
Hartford City, IN
Raymond James Financial
Series 66
Gas City, IN
Edward Jones
Series 63, Series 66
Hartford City, IN
Edward Jones
CFP®, Series 66
Mccordsville, IN
Edward Jones
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