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Credentials
Series 63
Experience Industry experience
25 years
Location
Haleyville, AL 35565
LPL Financial
Institution
Bobby Taylor Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2015 and previously spent seven years at Concourse Financial Group Securities, Inc., and one year at Edward Jones. Outside of advising, he is a part owner of a self-service car wash in Haleyville, Alabama. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by advisor-facing tools and a broad range of financial services.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Haleyville, AL 20th St
825 20th St
Haleyville AL 35565
Advisors at this office
1
Alabama
25 years of industry experience
LPL Financial, LLC
2015 - Present • 11 years
Haleyville, AL
Concourse Financial Group Securities, Inc.
2008 - 2015 • 7 years
AL
Edward Jones
2007 - 2008 • 1 year
Haleyville, AL
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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.
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:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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