Taylor TomlinCRD 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 5 years of experience in the finance industry.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Lawing Financial, Inc.||Bedford, TX||Apr 2012 - Current||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||Aug 2011 - Current||6|
|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|
Total Assets Under Management2,572MILLIONS
Total Number of Accounts2,075ACCOUNTS
Average Account Value$1,239,297
- 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
- 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
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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