Taylor VanceCRD Number: 6891023
Current Firm: Soundmark Wealth Management, LLC
Taylor Vance (CRD# 6891023) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Kirkland, WA and has over 2 years of experience in the finance industry. Taylor Vance 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.
Cs Planning Corp
Royal Alliance Associates, Inc.
Wells Fargo Clearing Services, LLC
|Soundmark Wealth Management||Kirkland, WA||Jun 2019 - Current||1|
|Wilson Wealth Management||Salt Lake City, UT||May 2018 - May 2019||1|
|Fidelity Brokerage Services, LLC||American Fork, UT||Dec 2017 - Apr 2018||< 1|
|Unemployed||Lehi, UT||Sep 2017 - Nov 2017||< 1|
|Moss Adams LLC||Seatlle, WA||Jun 2017 - Aug 2017||< 1|
|Utah Valley University||Orem, UT||Aug 2015 - Aug 2017||2|
|New Star Communications||American Fork, UT||Oct 2015 - Jan 2017||1|
|Utah Valley University||Orem, UT||Aug 2014 - May 2015||< 1|
|Big Red Asphalt Maintenance||Orem, UT||May 2014 - Aug 2014||< 1|
|Utah Valley University||Orem, UT||Aug 2013 - May 2014||< 1|
|Alpine Credit Union||Highland, UT||Feb 2013 - Apr 2014||1|
|Church Of Jesus Christ Of Latter Day Saints||Arcadia, CA||Jan 2011 - Jan 2013||2|
|Chick Fil A||American Fork, UT||Aug 2010 - Dec 2010||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2018|
|S65||NASAA Investment Advisors Law Examination||Jul 2019|
Total Assets Under Management771MILLIONS
Total Number of Accounts1,783ACCOUNTS
Average Account Value$432,515
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, FL, MT, NY, OR, TX, WA
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