Claire Taylor (CRD# 7711930) is an Investment Advisor Representative working at Amerity Wealth Management, LLC in Aberdeen, and has 1 year of experience in the finance industry.
CRD# 5801352
Lpl Financial LLC
CRD# 4585750
Latitude Advisors, LLC
CRD# 4679086
G. A. Repple & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forth Capital (usa), LLC | Houston, TX | Jan 2023 - Current | 1 |
| St. James's Place Wealth Management Plc | Aberdeen, | Dec 2019 - Jan 2023 | 3 |
| Expro North Sea Ltd | Aberdeen, | Jan 2019 - Dec 2019 | < 1 |
| Metron Oil & Gas Limited | Aberdeenshire, | Jan 2017 - Jan 2019 | 2 |
| Jm Taylor Accountants | Aberdeen, | Sep 2016 - Jan 2017 | < 1 |
| E-innovation Uk Limited | Aberdeen, | Oct 2013 - Sep 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- TX
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Total Assets Under Management141MILLIONS
-
Total Number of Accounts496ACCOUNTS
-
Average Account Value$284,346
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, GA, IL, IN, MA, MI, NC, NJ, NY, OH, OR, SC, TN, TX, VA, WA
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