Lauren Taylor, financial advisor Denver CO
90 score

Lauren Taylor

CRD Number: 5926839
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lauren Taylor (CRD# 5926839) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, CO and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Denver, CO Jul 2012 - Current 4
Mutual Securities, Inc. Camarillo, CA Feb 2012 - Jun 2012 < 1
Kummer Financial Strategies Highlands Ranch, CO Feb 2012 - Jun 2012 < 1
Oppenheimerfunds Distributor, Inc. Centennial, CO May 2011 - Feb 2012 < 1
Oppenheimer Funds Englewood, CO May 2011 - Feb 2012 < 1
Mktg Denver, CO Sep 2010 - Sep 2011 1
El Monte Grill &amp; Lounge Fort Collins, CO Feb 2010 - May 2011 1
El Monte Grill And Lounge Fort Collins, CO Jan 2010 - May 2011 1
Colorado State University Fort Collins, CO Aug 2008 - May 2010 1
Colorado State University Fort Collins, CO Jun 2008 - Mar 2010 1
Lucky Brand Jeans Littleton, CO Apr 2008 - Aug 2008 < 1
Creighton University Omaha, NE Jun 2007 - May 2008 < 1
Student Littleton, CO Sep 2006 - May 2007 < 1
Columbine High School Littleton, CO Jun 2003 - May 2007 3
Camille La Vie Littleton, CO May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Lauren R. Taylor
Phone Number: 800-637-7455
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 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)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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

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