Located on Amelia Island at 1027 South 8th Street in Fernandina Beach, Family Wealth Advisors (advisory services offered through Cambridge Investment Research Advisors, Inc., CRD #134139 / SEC File #801-63930, and Cambridge Investment Research, Inc., CRD #39543) is led by Managing Principal William 'Bill' M. Taylor, AIF® (CRD #1800446, registered in the securities industry since 1988). Holding the Accredited Investment Fiduciary® (AIF®) designation, Bill Taylor assists retirees across Fernandina Beach, Amelia Island, Yulee (32097), Callahan (32011), and Hilliard (32046) with fiduciary retirement income and risk-managed portfolio design, Florida Retirement System (FRS) DROP and pension rollover elections, military Thrift Savings Plan (TSP) and Survivor Benefit Plan (SBP) coordination for Kings Bay and Jacksonville area veterans, and long-term care liquidity planning.
Official Verification Sources: SEC IAPD Individual Summary — William M. Taylor, AIF® (CRD #1800446); Family Wealth Advisors Official Website
Issuer: U.S. Securities and Exchange Commission (SEC) / FINRA / Fi360
Notes: William 'Bill' M. Taylor, AIF® (CRD #1800446, registered since 1988), Managing Principal at Family Wealth Advisors (1027 S 8th St, Fernandina Beach, FL 32034).
Factual details and direct answers about Family Wealth Advisors — Cambridge Investment Research Advisors, Inc.'s services, licensing, and credentials.
What does the AIF® (Accredited Investment Fiduciary®) credential signify at Family Wealth Advisors?
Managing Principal Bill Taylor (CRD #1800446) holds the Accredited Investment Fiduciary® (AIF®) designation and over 35 years of advisory experience, applying a documented fiduciary standard of care to retirement income portfolios at 1027 South 8th Street in Fernandina Beach.
Does Family Wealth Advisors assist military and civil service retirees in Nassau County?
Yes. The firm regularly advises retired military personnel from Naval Submarine Base Kings Bay and NAS Jacksonville as well as federal civil service and Florida Retirement System (FRS) retirees on TSP, FERS/CSRS, and DROP rollovers.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.