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Kelly Frances Taylor

Chief Compliance OfficerWhitaker-Myers Wealth Managers, Ltd.CRD 7487693

About Kelly Frances Taylor

Kelly Frances Taylor is listed as Chief Compliance Officer at Whitaker-Myers Wealth Managers, Ltd. in Mansfield, OH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Whitaker-Myers Wealth Managers, Ltd.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kelly Frances Taylor work?

Kelly Frances Taylor is listed as Chief Compliance Officer at Whitaker-Myers Wealth Managers, Ltd. on SEC Form ADV.

How much of Whitaker-Myers Wealth Managers, Ltd. does Kelly Frances Taylor own?

Form ADV reports a beneficial ownership band of Under 5%.

Whitaker-Myers Wealth Managers, Ltd.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2022
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