WILLIAM STEPHEN TAYLOR is an investment adviser representative (IAR) with state registration records since 2009, appearing at 9 firms. Currently registered with CREATIVE PLANNING, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREATIVE PLANNING, LLC | 2026-07-16 | present | Yes |
| WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC | 2025-07-31 | 2026-07-02 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2025-06-03 | 2025-07-31 | — |
| PRINCIPAL ADVISED SERVICES, LLC | 2022-10-30 | 2025-06-02 | — |
| PRINCIPAL SECURITIES, INC. | 2017-10-10 | 2022-10-30 | — |
| INVEST FINANCIAL CORPORATION | 2017-01-03 | 2017-08-29 | — |
| LPL FINANCIAL LLC | 2013-09-27 | 2016-12-31 | — |
| SII INVESTMENTS, INC. | 2012-07-10 | 2013-09-17 | — |
| ALLSPRING FUNDS MANAGEMENT, LLC | 2009-01-06 | 2012-04-10 | — |