Taurus Financial
Company

Taurus Financial

Financial Services 1 Evertrust Plaza 15 employees LPLA
Employees
15
Contacts
1
Emails
1

Taurus Financial Overview

Headquarters
1 Evertrust Plaza
Industry
Financial Services
Employees
15
Founded
2017
Stock Symbol
LPLA
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Taurus Financial

Taurus Financial is a boutique financial advisory firm catering to executives, entrepreneurs, and businesses across the United States. Our Services include: - Comprehensive Financial Planning, emphasizing equity compensation planning and estate planning. - Wealth Management, specializing in complex products such as structured notes and alternative investments. - Small Business Benefit Plans, encompassing 401k, defined benefit plans, group health insurance, and more. Disclosure: • Securities and advisory services offered through LPL Financial, a registered investment advisor. Member SIPC spic.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Taurus Financial Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Taurus Financial Org Chart

Sample employees and titles
Name Title Contact
Yisha Wang, Cpa, Cfp® Partner and Co-founder - Taurus
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Ya Qu Manager at Notch Technology, Inc
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Tina Sun, Cfa, Ea Founder and Managing Partner - Taurus
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Employees by Management Level

Executive 2 profiles
Manager 1 profile

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