Taylor Tomlin, financial advisor Dallas TX
90 score

Taylor Tomlin

CRD Number: 5946373
Current Firm: Lawing Financial Inc.

Taylor Tomlin (CRD# 5946373) is an Investment Advisor Representative working at Lawing Financial Inc. in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lawing Financial, Inc. Bedford, TX Apr 2012 - Current 4
Cambridge Investment Research, Inc. Fairfield, IA Aug 2011 - Current 5
Lawing Financial Bedford, TX Aug 2011 - Oct 2011 < 1
Texas Tech University Lubbock, TX Jul 2009 - Jun 2011 1
Moroch Partners, LP Dallas, TX Jun 2009 - Jul 2009 < 1
Texas Tech University Lubbock, TX Aug 2008 - Jun 2009 < 1
Boerne Independent School District Boerne, TX Jun 2008 - Aug 2008 < 1
Texas Tech University Lubbock, TX Aug 2007 - Jun 2008 < 1
Boerne Independent School District Boerne, TX Jun 2007 - Aug 2007 < 1
Boerne Independent School District Boerne, TX Aug 2001 - Jun 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Taylor Tomlin
Phone Number: 913-491-6226
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,572
    MILLIONS
  • Total Number of Accounts
    2,075
    ACCOUNTS
  • Average Account Value
    $1,239,297
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

AR, CA, CO, FL, GA, IA, IL, KS, KY, LA, MA, MI, MN, MO, NE, OH, OK, TN, TX, VA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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