Taylor Woodruff, financial advisor Camas WA
89 score

Taylor Woodruff

CRD Number: 6271690
Current Firm: Fisher Investments

Taylor Woodruff (CRD# 6271690) is an Investment Advisor Representative working at Fisher Investments in Camas, WA and has over 2 years of experience in the finance industry.

Similar Advisors
Larry McClanahan, financial advisor Camas WA
Larry McClanahan
CRD# 4457482
Secondhalf Planning & Investment, LLC
Score
107
Similar Advisors
Brian Hefele, financial advisor Camas WA
Brian M. Hefele
CRD# 2602465
Cable Hill Partners, LLC
Score
104
Similar Advisors
Danny Harlow, financial advisor Camas WA
Danny J. Harlow
CRD# 864818
Nw Tax & Wealth Advisory Group, Inc.
Score
70
Company Name Location Dates Years
Alterra Inc. Dallas, TX Nov 2012 - Nov 2013 1
Linx Satellite Sacramento, CA Sep 2010 - Nov 2012 2
Student Recreation Center Pullman, WA Jun 2010 - Dec 2011 1
Ymca Longview, WA Jul 2010 - Aug 2010 < 1
Washington State University Pullman, WA Sep 2009 - Jul 2010 < 1
Robert A Long High School Longview, WA Sep 2005 - Jul 2009 3
Big 5 Sports Longview, WA Jun 2008 - Jun 2009 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Taylor J. Woodruff
Phone Number: 800-851-8845
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    65,442
    MILLIONS
  • Total Number of Accounts
    57,982
    ACCOUNTS
  • Average Account Value
    $1,128,654
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.