Investment adviser representative · Aggregate Financial Services, Inc.
Taylor D. Retherford
CRD 7689648 · Navarre, FL
At a glance
Taylor D. Retherford is an investment adviser representative with Aggregate Financial Services, Inc. in Navarre, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Aggregate Financial Services, Inc.Since January 2026Navarre, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Taylor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Aggregate Financial Services, Inc.
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