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 6 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Lawing Financial, Inc.||Bedford, TX||Apr 2012 - Current||6|
|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
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.