Taylor Vance, financial advisor Kirkland WA

Taylor Vance

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Taylor C. Vance
Phone Number: 425-820-1769
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States


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