Taylor Bottom, financial advisor Salt Lake City UT

Taylor Bottom

CRD Number: 5490704
Current Firm: Lpl Financial LLC

Taylor Bottom (CRD# 5490704) is an Investment Advisor Representative working at Lpl Financial LLC in Salt Lake City, UT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Salt Lake City, UT Jul 2021 - Current 2
Ronin Bottom LLC Salt Lake City, UT Oct 2019 - Current 4
Business Networking International (wealth Masters) Murray, UT Oct 2015 - Current 8
Waddell & Reed, Inc. Salt Lake City, UT Aug 2014 - Jul 2021 6
Various Insurance Carriers For W&r Insurance Agencies Cottonwood Heights, UT Aug 2014 - Jul 2021 6
Unemployed West Jordan, UT Jul 2014 - Aug 2014 < 1
Optimist Inc. Las Vegas, NV Aug 2013 - Aug 2014 1
One Energy Tempe, AZ Jul 2011 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Taylor L. Bottom
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, WY

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Data verified by both the advisor and the public regulatory data.

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