Shannon Taylor (CRD# 5134857) is an Investment Advisor Representative working at Cuso Financial Services in Kyle, TX and has over 17 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Apr 2024 - Current | < 1 |
| University Federal Credit Union | Kyle, TX | Apr 2024 - Current | < 1 |
| The Prudential Insurance Company Of America | San Marcos, TX | Jun 2020 - Apr 2024 | 3 |
| Pruco Securities LLC | San Marcos, TX | Jun 2020 - Apr 2024 | 3 |
| Swbc Investment Services | San Antonio, TX | Jan 2018 - Jun 2020 | 2 |
| Swbc Investment Services LLC | San Antonio, TX | Jan 2017 - Jun 2020 | 3 |
| Us Army Reserve | San Antonio, TX | Jan 2006 - Apr 2019 | 13 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Oct 2016 | < 1 |
| Nfp Advisor Services | Austin, TX | Dec 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2007 |
- TX
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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