Diane Taylor has been an investment adviser representative at Victory Asset Management since June 2024, and is not listed among the firm’s executive officers or direct owners.
Victory Asset Management Co., Inc. is a Mullica Hill, NJ firm with $102M under management, 364 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Diane Taylor’s longest registration was 16 years at Victory Fiduciary Consulting (2004–2020).
- LPL Financial LLCAlso current– present · 1 yearPittman, NJ · Adviser representative · Firm CRD 6413
- Victory Wealth PartnersCurrent– present · 2 yearsPitman, NJ · Adviser representative · Firm CRD 107203
- – · under a yearPitman, NJ · Adviser representative · Firm CRD 107203
Investment adviser representative registrations
Diane Taylor is registered as an investment adviser representative in New Jersey, since June 2024.
- New JerseySince 10 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Diane Susan Taylor
- CRD
- 4611193
- Firm
- Victory Asset Management · CRD 107203
- Office
- Pitman, NJ
- Registration
- Investment adviser registration
- In the industry since
- February 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Diane Taylor work?
Diane Taylor is an investment adviser representative registered through Victory Asset Management Co., Inc. since June 2024, and is not listed among the firm’s executive officers or direct owners.
Is Diane Taylor a financial advisor?
Yes. Diane Taylor has a current investment-adviser registration in New Jersey, through Victory Asset Management since June 2024.
How many years of experience does Diane Taylor have?
Diane Taylor has 21 years in the financial industry, since February 2005, across 2 adviser firms.
What exams has Diane Taylor passed?
Diane Taylor passed the Series 65 in October 2000.
Where did Diane Taylor work before Victory Asset Management?
Before Victory Asset Management, Diane Taylor was registered through Victory Fiduciary Consulting, August 2021 to January 2024; Victory Fiduciary Consulting, February 2004 to December 2020; Victory Asset Management Co Inc, December 2002 to December 2002.
Where is Diane Taylor based?
Diane Taylor’s registered office is in Pitman, NJ.
Is Diane Taylor registered with FINRA?
No. Diane Taylor has no current broker registration.
How can I verify Diane Taylor’s record?
Search CRD 4611193 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Diane Taylor’s full registration record.
