Jason Taylor (CRD# 5686395) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lincoln, RI and has over 14 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lincoln, RI | Dec 2017 - Current | 6 |
| Flagship Harbor Advisors, LLC | Lincoln, RI | Dec 2017 - Current | 6 |
| Cco Investment Services Corp | Rumford, RI | May 2011 - Dec 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- RI
-
Total Assets Under Management2,449MILLIONS
-
Total Number of Accounts12,625ACCOUNTS
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Average Account Value$193,975
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI
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