Taylor Cowgill (CRD# 7648443) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Altamonte Springs, FL and has 1 year of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Altamonte Springs, FL | Feb 2023 - Current | 1 |
| Massmutual Life Insurance Co (legacy Wealth Partners) | Springfield, MA | Dec 2022 - Jan 2023 | < 1 |
| H&r Block | Kansas City, MO | Dec 2022 - Jan 2023 | < 1 |
| Unemployed | Rockledge, FL | Nov 2022 - Dec 2022 | < 1 |
| Allstate Insurance Company | Northbrook, IL | Oct 2022 - Nov 2022 | < 1 |
| Unemployed | Rockledge, FL | Dec 2021 - Oct 2022 | < 1 |
| American Income Life Insurance Company | Waco, TX | Mar 2021 - Dec 2021 | < 1 |
| Unemployed | Rockledge, FL | Jan 2021 - Mar 2021 | < 1 |
| Dental Care Of West Melbourne (heartland Dental) | West Melbourne, FL | Sep 2019 - Jan 2021 | 1 |
| University Of Central Florida | Orlando, FL | Jun 2019 - Sep 2019 | < 1 |
| Florida Wine And Spirits | Rockledge, FL | Nov 2018 - Jun 2019 | < 1 |
| University Of Central Florida | Orlando, FL | Oct 2018 - Nov 2018 | < 1 |
| Essentials Medispa & Salon | Melbourne, FL | Jun 2017 - Oct 2018 | 1 |
| Valencia College | Orlando, FL | Mar 2017 - Jun 2017 | < 1 |
| Minerva's Bridal And Prom Outlet | Orlando, FL | Aug 2016 - Mar 2017 | < 1 |
| Unemployed | Frankin, OH | Jul 2015 - Aug 2016 | 1 |
| Ulta Beauty | Dayton, OH | Oct 2014 - Jul 2015 | < 1 |
| Unemployed | Franklin, OH | Jan 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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