Taylor Shoop, financial advisor Los Angeles CA
93 score

Taylor Shoop

CRD Number: 5530805
Current Firm: Ameriprise Financial Services, Inc.

Taylor Shoop (CRD# 5530805) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Los Angeles, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services Inc. Los Angeles, CA May 2008 - Current 9
Malibu High School Malibu, CA Jan 2008 - Current 9
Wasserman Capital LLC Los Angeles, CA Sep 2007 - Apr 2008 < 1
Lmu Los Angeles, CA May 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Taylor E. Shoop
Phone Number: 612-671-3131
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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