Taylor Sporcic (CRD# 7003031) is an Investment Advisor Representative working at Edward Jones in Issaquah, WA and has 1 year of experience in the finance industry.
CRD# 4565639
Sonata Capital Group Inc.
CRD# 5432113
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5544516
Berntson Porter Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2023 - Current | < 1 |
| Edward Jones | St Louis, MO | Dec 2021 - Jun 2023 | 1 |
| Edward Jones | St Louis, MO | Feb 2019 - Dec 2021 | 2 |
| Edward Jones | St Louis, MO | Sep 2018 - Feb 2019 | < 1 |
| Auburn License Agency | Auburn, WA | Oct 2017 - Aug 2018 | < 1 |
| Gosney Motor Parts Inc. | Auburn, WA | Feb 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- TX
- WA
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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