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Detailed Report
GREGORY VAUGHN TAYLOR
GREGORY V TAYLOR, GREGORY TAYLOR, Greg Taylor
CRD#: 2392024
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Investment Adviser
BEACON POINTE ADVISORS, LLCCRD#: 119290 900 E. Hamilton Avenue, Suite 120
Campbell, CA 95008
Registration History
1995200020052010201520202025IABEACON POINTE ADVISORS, LLC (CRD# 119290)2021 - Present (4 years)IAMERCER GLOBAL ADVISORS INC. (CRD# 147363)2014 - 2020 (6 years)
Disclosure(s)
View By:
6/28/1994
Criminal
Final Disposition
License(s)

State Registrations

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California 1/8/2021
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Texas 3/6/2025
Current Registration(s)
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BEACON POINTE ADVISORS, LLC (CRD#:119290)
900 E. Hamilton Avenue, Suite 120, Campbell, CA 95008
Registered with this firm since 1/8/2021
Previous Registration(s)
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 09/09/2014 - 12/14/2020 MERCER GLOBAL ADVISORS INC. (CRD#:147363) Walnut Creek, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.