Advisor at Principal Financial Services
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Location
Pond Creek, OK
Credentials
Series 63, Series 65
Industry experience
38 years
Micah Taylor is a financial advisor with Principal Financial Services in Pond Creek, OK, holding Series 63 and Series 65 licenses and with 38 years of industry experience. He has been with Principal Financial Group since 2001 and operates the Taylor Agency since 1992. Outside of advisory work, he is involved in farming livestock, pecans, and firewood. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through various advisory and promoter arrangements.
Based on Principal Financial Services
$0 - $149,999: Up to 1.75% $150,000 - $249,999: Up to 1.75% $250,000 - $500,000: Up to 1.75% $500,001 - $999,999: Up to 1.20% $1,000,000 - >$2,000,000: Up to 1.10% to 0.90% (SEI Mutual Fund Model Program tiered beyond $1,000,000)
Pond Creek, OK
Oklahoma · Texas
Principal Financial group
2001 - Present (25 years)
Taylor Agency
1992 - Present (34 years)
Princor Financial Services Corporation
1988 - Present (38 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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