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Overview

Services

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Funds

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Qualifications

Experience

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Employer Years Dates
Purshe Kaplan Sterling Investments 2 years, 6 months Jan 2017 - Present
Sterne Agee Financial Services, Inc. 1 year, 3 months Oct 2014 - Jan 2016
Mid Atlantic Capital Corporation 5 years, 2 months Aug 2009 - Oct 2014
Crescent Wealth Advisory, LLC 10 years, 3 months Apr 2009 - Present
Nfp Securities Inc. 6 years Aug 2003 - Aug 2009
Crescent Wealth Management, Inc. 16 years Jul 2003 - Present
Are You
Jeffrey Cross Taylor?
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Designations & Memberships

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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 21, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    2
  • as of date
    Feb 21, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

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