Ross Taylor (CRD# 7733863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richfield, UT and has 1 year of experience in the finance industry.
CRD# 6158502
Lpl Financial LLC
CRD# 1576840
Lpl Financial LLC
CRD# 1691753
Spc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Richfield, UT | Jul 2023 - Current | < 1 |
| Cetera Investment Services LLC | St Cloud, MN | Apr 2023 - Current | 1 |
| State Bank Of Southern Utah | Richfield, UT | Apr 2023 - Current | 1 |
| Snow College | Richfield, UT | Feb 2022 - Current | 2 |
| Sevier School District | Salina, UT | Aug 2020 - May 2022 | 1 |
| Nielson Contracting, LLC | Richfield, UT | May 2021 - Aug 2021 | < 1 |
| Alpine School District | Orem, UT | Aug 2018 - Aug 2020 | 2 |
| Alpine School District | Orem, UT | Aug 2016 - May 2019 | 2 |
| Tatton And Mellor Financial | Price, UT | Nov 2017 - Sep 2018 | < 1 |
| A Step To Better Healthcare | Provo, UT | Dec 2016 - Oct 2017 | < 1 |
| Utah Valley University: Woodbury School Of Business | Orem, UT | Aug 2016 - Aug 2017 | 1 |
| Murdock Hyundai Of Lindon | Lindon, UT | Mar 2016 - Aug 2016 | < 1 |
| Utah Valley University | Orem, UT | Aug 2013 - May 2016 | 2 |
| Rise, Inc. | Orem, UT | May 2015 - Mar 2016 | < 1 |
| Auto Savey | Linson, UT | Apr 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- UT
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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