Taylor Tucker (CRD# 5941937) is an Investment Advisor Representative working at 57 West Capital Advisors, Inc. in Austin, TX and has over 9 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 57 West Capital Advisors, Inc. | Austin, TX | Sep 2017 - Current | 6 |
| Nylife Securities LLC | Austin, TX | May 2017 - Aug 2017 | < 1 |
| The Rainier Financial Group LLC | Austin, TX | Feb 2017 - Aug 2017 | < 1 |
| The Rainier Financial Group LLC | Austin, TX | Feb 2016 - Feb 2017 | 1 |
| Nylife Securities LLC | Austin, TX | Sep 2014 - Feb 2017 | 2 |
| New York Life Ins Co | Austin, TX | Aug 2014 - Feb 2017 | 2 |
| Unemployed | Austin, TX | May 2014 - Aug 2014 | < 1 |
| Texas State University | San Marcos, TX | Aug 2007 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management32MILLIONS
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Total Number of Accounts126ACCOUNTS
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Average Account Value$255,556
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
LA, TX
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