Morgan Stanley
42yrs
Top advisor by experience in Visalia
9yrs
Devon Taylor
Financial advisor at Merrill
Devon Taylor has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Visalia, California. Devon has been with Merrill since 2017. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 78 advisors with offices in Visalia, and one of 66 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
Office2400 S Mooney Blvd, Visalia, CA 93277
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMerrillCurrent firm
Contact Devon
(800) 637-7455Firm headquarters in New York, NY. Ask for Devon. 2400 S Mooney BlvdVisalia, CA 93277Office · Get directions
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Questions to ask Devon
Tailored to Devon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Devon
How do I contact Devon?
Call Merrill at (800) 637-7455 and ask for Devon Taylor. Devon works from the Visalia, CA office.
How long has Devon been a financial advisor?
Devon has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Devon hold?
Series 66. Tap any license on this page to see what it allows.
Is Devon a fiduciary?
Devon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Devon paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Devon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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