PPrivate Fund Data Log in Join · $37/mo

Rusty Joe Taylor

Managing MemberPlagens & Taylor Wealth Management, LLCCRD 7071684

About Rusty Joe Taylor

Rusty Joe Taylor is listed as Managing Member at Plagens & Taylor Wealth Management, LLC in San Angelo, TX. Form ADV reports a beneficial ownership band of 25-50%. Rusty Joe Taylor is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Plagens & Taylor Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Rusty Joe Taylor work?

Rusty Joe Taylor is listed as Managing Member at Plagens & Taylor Wealth Management, LLC on SEC Form ADV.

How much of Plagens & Taylor Wealth Management, LLC does Rusty Joe Taylor own?

Form ADV reports a beneficial ownership band of 25-50%.

Plagens & Taylor Wealth Management, LLC

TitleManaging Member
Ownership25-50%
Control personYes
Since2024
View Plagens & Taylor Wealth Management, LLC →

Dreher Investment Services, Inc.

TitleChief Financial Officer
Ownership10-25%
Control personYes
Since2022
View Dreher Investment Services, Inc. →