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.

Similar Advisors
Jason Tafoya, financial advisor Kirkland WA
Jason L. Tafoya
CRD# 5807693
Cs Planning Corp
Similar Advisors
Allen Abbott, financial advisor Kirkland WA
Allen L. Abbott
CRD# 2538997
Royal Alliance Associates, Inc.
Similar Advisors
Marco Abbruzzese, financial advisor Kirkland WA
Marco A. Abbruzzese
CRD# 4382801
Wells Fargo Clearing Services, LLC
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
    771
    MILLIONS
  • Total Number of Accounts
    1,783
    ACCOUNTS
  • Average Account Value
    $432,515
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

AZ, CA, CO, FL, MT, NY, OR, TX, WA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.