Taylor Hardy
Vice President, Wealth Advisor @Capital Advisors
San Antonio, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2024 — Present
Vice President, Wealth Advisor @Capital Advisors
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San Antonio, TX, US
EDUCATION
2005 — 2009
University of North Texas
Logistics & Supply Chain Management
SKILLS
Retirement PlanningManagementInvestmentsSecuritiesFinancial PlanningEstate PlanningSeries 63Sales EffectivenessLeadershipFinancial ServicesFinancial AnalysisInvestment StrategiesSeries 9AnalysisBudgetsFinanceSales ProcessSeries 66Mutual FundsCertified Financial PlannerRisk ManagementSalesSeries 7Portfolio ManagementOrganizational LeadershipBusiness Process ImprovementTradingSeries 10Series 9/10
ABOUT TAYLOR HARDY
Vice President, Wealth Advisor
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