Dhillon Taylor has been an investment adviser representative at Legacy Wealth Management since July 2026, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
Dhillon Taylor’s longest registration was 6 years at Secura Financial (2020–2026). Before joining Legacy Wealth Management in 2026, Dhillon Taylor was registered through Secura Financial and Crown Capital Securities, L.P.
- – present · under a yearLeague City, TX · Adviser representative · Firm CRD 174767
- Secura Financial– · 6 yearsOrange, CA · Adviser representative · Firm CRD 137324
- Crown Capital Securities, L.P.– · 4 yearsOrange, CA · Adviser representative · Firm CRD 6312
- Waddell & Reed– · 1 yearSherman Oaks, CA · Adviser representative · Firm CRD 866
Investment adviser representative registrations
Dhillon Taylor is registered as an investment adviser representative in Texas, since July 2026.
- TexasSince 23 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 May 2018 |
| Series 7 | General Securities Representative Examination | 13 March 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Dhillon Thomas Taylor
- CRD
- 6475318
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 2600 South Shore Blvd. #300, League City, TX 77573
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Dhillon Taylor work?
Dhillon Taylor is an investment adviser representative registered through Legacy Wealth Management, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Dhillon Taylor a financial advisor?
Yes. Dhillon Taylor has a current investment-adviser registration in Texas, through Legacy Wealth Management since July 2026.
How many years of experience does Dhillon Taylor have?
Dhillon Taylor has 8 years in the financial industry, since March 2018, across 4 adviser firms.
What exams has Dhillon Taylor passed?
Dhillon Taylor has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2018. FINRA credited Dhillon Taylor with the SIE, which began in October 2018.
Where did Dhillon Taylor work before Legacy Wealth Management?
Before Legacy Wealth Management, Dhillon Taylor was registered through Crown Capital Securities, L.P., December 2019 to March 2024; Waddell & Reed, May 2018 to December 2019.
Where is Dhillon Taylor based?
Dhillon Taylor’s registered office is in League City, TX.
Is Dhillon Taylor registered with FINRA?
No. Dhillon Taylor has no current broker registration.
How can I verify Dhillon Taylor’s record?
Search CRD 6475318 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Dhillon Taylor’s full registration record.
