Taylor Hardy

Vice President, Wealth Advisor @Capital Advisors

San Antonio, TX, US
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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