Financial advisor
Troy Taylor
Now at Avidian Wealth Solutions · Houston, TX
Registered as TROY WAYNE TAYLOR
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Troy Taylor | Linscomb Wealth | Avidian Wealth Solutions | Lateral | February 6, 2026 | Undisclosed |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| AVIDIAN WEALTH SOLUTIONS | Investment adviser | January 16, 2026 | Current |
| LINSCOMB WEALTH, INC. | Investment adviser | March 12, 2021 | February 3, 2026 |
| LINSCOMB & WILLIAMS | Investment adviser | January 27, 2015 | December 31, 2020 |
| LPL FINANCIAL LLC | Investment adviser | July 15, 2013 | January 23, 2015 |
| LPL FINANCIAL LLC | Broker-dealer | July 15, 2013 | January 23, 2015 |
| AMEGY INVESTMENTS, INC. | Investment adviser | January 26, 2004 | July 11, 2013 |
| AMEGY INVESTMENTS, INC. | Broker-dealer | September 29, 2003 | July 11, 2013 |
| FROST BROKERAGE SERVICES, INC. | Broker-dealer | September 12, 2002 | October 2, 2003 |
| WELLS FARGO INVESTMENTS, LLC | Investment adviser | June 30, 2001 | September 10, 2002 |
| WELLS FARGO BROKERAGE SERVICES, L.L.C. | Broker-dealer | June 20, 2001 | August 12, 2002 |
| WELLS FARGO INVESTMENTS, LLC | Broker-dealer | June 20, 2001 | September 10, 2002 |
| WM FINANCIAL SERVICES, INC. | Broker-dealer | April 1, 2001 | June 13, 2001 |
| BANK UNITED SECURITIES CORP. | Broker-dealer | January 26, 1998 | April 1, 2001 |
| DEAN WITTER REYNOLDS INC. | Broker-dealer | March 31, 1997 | January 16, 1998 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.