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James C. Taylor
Wealth Manager at Commonwealth Financial Network
Seasoned financial professional with expertise in investment management and retirement planning.
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Location
Wakefield, Massachusetts, United States, US
Skills
- Investment Management
- Retirement Planning
- Lifetime Income Solutions
- Education Planning
- Life And Long Term Care Insurance
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Bio
Generated by
Topline AI
James C. Taylor is a seasoned financial professional with over 30 years of experience in investment management, retirement planning, and life insurance. He has held various roles, including Wealth Manager, Registered Securities Principal, and Investment Broker, and has worked with several prominent financial institutions. Taylor holds a Bachelor of Applied Science degree from Boston University.
Experience
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Commonwealth Financial Network
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Wakefield, MA
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Wealth Manager
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May 2014 - Present
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Wakefield, MA
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The Savings Bank - TSB
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Wakefield, MA 01880
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Registered Securities Principal
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Apr 2000 - Apr 2014
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Wakefield, MA 01880
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Registered Representative
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1998 - 2000
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LPL Financial
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Ipswich Savings Bank
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Registered Principal
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1996 - 1998
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Ipswich Savings Bank
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Vice President of Investments
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1991 - 1996
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Investment Broker
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1988 - 1991
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Broker
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1984 - 1989
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Financial Planner
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1981 - 1984
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Education
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1973 - 1977Boston University
Bachelor of Applied Science (B.A.Sc.), Education
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services.”
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