JAMES ALAN TAYLOR is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| TD AMERITRADE, INC. | 2021-07-28 | 2022-10-14 | — |
| CHARLES SCHWAB & CO., INC. | 2006-01-10 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2004-09-17 | 2006-01-12 | — |