Taylor McClish, financial advisor Portland OR
90 score

Taylor McClish

CRD Number: 6049743
Current Firm: Cuna Brokerage Services, Inc.

Taylor McClish (CRD# 6049743) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Portland, OR and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Dec 2014 - Current 2
Cuna Brokerage Services, Inc. Waverly, IA Dec 2014 - Current 2
Cuso Financial Services, LP San Diego, CA Oct 2013 - Nov 2014 1
J.p. Morgan Securities LLC Vancouver, WA Oct 2012 - Oct 2013 1
Jp Morgan Chase Bank Vancouver, WA Jul 2011 - Oct 2013 2
Chase Investment Services Corp. Vancouver, WA Mar 2012 - Oct 2012 < 1
Jc Penney Company Portland, OR May 2010 - Jul 2011 1
Argo Select Milwaukie, OR Feb 2010 - May 2010 < 1
Unemployed Portland, OR Dec 2009 - Feb 2010 < 1
Timeberline Physical Therapy Vancouver, WA Jan 2009 - Dec 2009 < 1
Eastern Washington University Cheney, WA Sep 2006 - Jan 2009 2
Compusa Portland, OR Jun 2005 - Sep 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Taylor J. McClish
Phone Number: 319-352-4090
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    1,331
    MILLIONS
  • Total Number of Accounts
    6,286
    ACCOUNTS
  • Average Account Value
    $211,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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