Taylor Wilson (CRD# 6868183) is an Investment Advisor Representative working at Greenstone Wealth Management in Forest City, IA and has over 6 years of experience in the finance industry. Taylor Wilson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6323477
Lpl Financial LLC
CRD# 4433085
Intellicents Investment Solutions Inc.
CRD# 2997071
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenstone Wealth Management | Forest City, IA | Oct 2019 - Current | 4 |
| Edward Jones | St Louis, MO | Oct 2017 - Oct 2019 | 2 |
| Wells Fargo | Des Moines, IA | Jan 2013 - Oct 2017 | 4 |
| Us Army | Waterloo, IA | Jul 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
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Total Assets Under Management25MILLIONS
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Total Number of Accounts87ACCOUNTS
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Average Account Value$286,915
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IA
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