Taylor Woodard
Advisor at Luxon Brown
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.
Advisor at Luxon Brown
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.
Location
Apopka, FL
Credentials
Series 65
Industry experience
5 years
Taylor Woodard is a Series 65-licensed financial advisor with five years of industry experience. He currently works at Luxon Brown, LLC and previously held roles at The Cabana Group, Active Assistant, LLC, and US Health Advisors. Outside of his advisory work, Woodard is also a licensed realtor involved with Luxon Brown Realty, LLC in Austin, TX. Luxon Brown provides portfolio management and financial planning services to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory. The firm emphasizes ongoing monitoring, discretionary trading, and risk documentation, while offering a range of investment options including ETFs, mutual funds, and private placements.
Based on Luxon Brown
Financial planning fixed fees negotiated between $2,500 and $20,000.
Insurance agents earn commissions from the sale of investment products but commissions are not LUX’s primary source of compensation.
Apopka, FL
Florida
Luxon Brown, LLC
2025 - Present (1 year)
The Cabana Group
2020 - 2025 (5 years)
Active Assistant, LLC
2019 - 2021 (2 years)
US Health Advisors
2017 - 2021 (4 years)
Preferred Real Estate Brokers
2016 - 2017 (1 year)
The Palm Restaurant
2011 - 2017 (6 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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