Adam Taylor (CRD# 2756299) is an Investment Advisor Representative working at Diversify Wealth Management LLC in Orem, UT and has over 27 years of experience in the finance industry. Adam Taylor 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.
CRD# 840425
Equitable Advisors, LLC
CRD# 6515855
Ignite Planners LLC
CRD# 6792902
Coign Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dfpg Investments, Inc. | South Jordan, UT | Oct 2011 - Current | 12 |
| Ljcooper Capital Management, LLC | Orem, UT | Jan 2008 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- PA
- UT
- VA
- WA
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Total Assets Under Management540MILLIONS
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Total Number of Accounts3,416ACCOUNTS
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Average Account Value$158,144
- 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
AZ, CA, CO, FL, ID, LA, NE, NV, NY, PA, SC, TX, UT, VA, WA
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