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William Harold Taylor

Investment Adviser Representative at DEAN, JACOBSON FINANCIAL SERVICES

Fort Worth, TXCRD #5742058Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

William Harold Taylor has worked in the securities industry since 2011. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/22/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/18/2011

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.016
Source

DEAN, Jacobson Financial Services Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DEAN, JACOBSON FINANCIAL SERVICESCurrent
10/22/2014Fort Worth, TX
LPL FINANCIAL LLC
4/23/201210/6/2020Houston, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DEAN, JACOBSON FINANCIAL SERVICES

5 other advisors in the directory

View DEAN, JACOBSON FINANCIAL SERVICES firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Harold Taylor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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William Harold Taylor - Financial Advisor in Fort Worth, TX | AdvisorFinder