Beverly A. Taylor

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (4)

SIESeries 31Series 7Series 66

Registered states (52)

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Years in the industry (source record)

22

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Fidelity Brokerage Services LLC

Firm CRD

7784

SEC number

Not yet retrieved from the source record

Assets under management

Not yet retrieved from the source record

Website

Not yet retrieved from the source record

Phone

Not yet retrieved from the source record

Firm location

Not yet retrieved from the source record

Employment history (17)

From the source registration record · current first

• Strategic Advisers LLCCurrent

  Lake Ridge, VA · IA capacity
  start not retrieved → present
• Fidelity Brokerage Services LLCCurrent

  Smithfield, RI · BC capacity
  start not retrieved → present
• Fidelity Personal And Workplace Advisors

  Lake Ridge, VA · IA capacity
  Jul 8, 2021 → Mar 31, 2025
• Ameriprise Financial Services, LLC.

  Lake Ridge, VA · IA capacity
  Sep 5, 2019 → Jun 22, 2020
• Ameriprise Financial Services, LLC

  Lake Ridge, VA · BC capacity
  Sep 5, 2019 → Jun 22, 2020
• Securian Financial Services, Inc.

  Fairfax, VA · BC capacity
  Jan 15, 2018 → Aug 19, 2019
• Securian Financial Services, Inc.

  Fairfax, VA · IA capacity
  Jan 11, 2018 → Aug 19, 2019
• Edelman Financial Services, LLC

  Fairfax, VA · IA capacity
  Mar 19, 2013 → Sep 15, 2016
• Ef Legacy Securities, LLC

  Fairfax, VA · BC capacity
  Apr 22, 2016 → Sep 13, 2016
• Sanders Morris Harris LLC

  Fairfax, VA · BC capacity
  Mar 19, 2013 → Apr 22, 2016
• Lpl Financial LLC

  Herndon, VA · BC capacity
  Apr 28, 2008 → Aug 13, 2012
• Lpl Financial LLC

  Herndon, VA · IA capacity
  Apr 23, 2008 → Aug 13, 2012
• Suntrust Investment Services, Inc.

  Alexandria, VA · IA capacity
  Apr 22, 2004 → Jan 16, 2007
• Suntrust Investment Services, Inc.

  Alexandria, VA · BC capacity
  Apr 22, 2004 → Jan 16, 2007
• Banc Of America Investment Services, Inc.

  Mclean, VA · IA capacity
  Nov 5, 2003 → Apr 16, 2004
• Banc Of America Investment Services, Inc.

  Boston, MA · BC capacity
  Feb 1, 2002 → Apr 16, 2004
• Morgan Stanley Dw Inc.

  Purchase, NY · BC capacity
  Oct 22, 1999 → Dec 18, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.