Taylor Keen (CRD# 7115688) is an Investment Advisor Representative working at Sagespring Wealth Partners in Franklin, TN and has over 4 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Franklin, TN | Nov 2022 - Current | 1 |
| Taylor Keen Wealth Team | Franklin, TN | May 2021 - Current | 3 |
| Swatzell Wealth Team | Franklin, TN | Mar 2020 - Current | 4 |
| Raymond James Financial Services, Inc. | Franklin, TN | May 2019 - Current | 5 |
| High Street Development Group, LLC | Nashville, TN | Jun 2018 - Current | 5 |
| Southwestern Investment Advisory Services | Franklin, TN | Jul 2019 - Nov 2022 | 3 |
| Southwestern Investment Group | Franklin, TN | Jul 2019 - Nov 2022 | 3 |
| Southwestern Investmnet Advisory Services | Franklin, TN | Jul 2019 - Nov 2022 | 3 |
| Dba Swatzell Wealth Team | Franklin, TN | Mar 2020 - May 2022 | 2 |
| Health Stream | Nashville, TN | Jun 2016 - Mar 2018 | 1 |
| University Of Tennessee Knoxville | Knoxville, TN | Aug 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- TN
- TX
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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