Dakota Taylor (CRD# 7072050) is an Investment Advisor Representative working at Paradiem, LLC in Covington, LA and has 1 year of experience in the finance industry.
CRD# 6723377
Thrivent Investment Management Inc.
CRD# 6946189
Edward Jones
CRD# 6220444
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Paradiem, LLC | Covington, LA | Jun 2022 - Current | 1 |
Northwestern Mutual Investment Services LLC | Mandeville, LA | Jul 2021 - May 2022 | < 1 |
Eagle A/c And Heating | Madisonville, LA | Feb 2020 - May 2021 | 1 |
Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2019 - Jan 2020 | 1 |
Abita Roasting Company | Madisonville, LA | Jan 2017 - Dec 2018 | 1 |
The Boston Restaurant | Amite, LA | Jan 2015 - Dec 2017 | 2 |
Fabricated Pipe Inc. | Fernwood, MS | Jan 2014 - Dec 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- LA
-
Total Assets Under Management420MILLIONS
-
Total Number of Accounts325ACCOUNTS
-
Average Account Value$1,293,594
- 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
CO, FL, IN, LA, NC, NH, NV, NY, OH, TX
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 derived from SEC.gov data covering 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.
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.