Taylor Frehner (CRD# 6943998) is an Investment Advisor Representative working at Edward Jones in Rock Springs, WY and has over 2 years of experience in the finance industry.
CRD# 6628670
Financial Advocates Investment Management
CRD# 5743602
Lpl Financial LLC
CRD# 1789089
J. W. Cole Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Feb 2019 - Current | 5 |
Edward Jones | Tacoma, WA | May 2018 - Feb 2019 | < 1 |
Key Bank | Milton, WA | Nov 2017 - May 2018 | < 1 |
Amway | Puyallup, WA | Dec 2014 - Apr 2018 | 3 |
Qualstar Credit Union | Kent, WA | May 2017 - Nov 2017 | < 1 |
Unemployed-military Spouse | Tacoma, WA | Sep 2016 - May 2017 | < 1 |
Frontwave Credit Union (formerly Pacific Marine Credit Union) | Twentynine Palms, CA | Jul 2016 - Sep 2016 | < 1 |
Unemployed-military Spouse | Tacoma, WA | Apr 2016 - Jul 2016 | < 1 |
Connection Credit Union | Silverdale, WA | Dec 2014 - Apr 2016 | 1 |
Unemployed | Port Orchard, WA | Oct 2014 - Dec 2014 | < 1 |
Sound Health Care | Port Orchard, WA | Aug 2014 - Oct 2014 | < 1 |
Peninsula Credit Union | Port Orchard, WA | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- MO
- WY
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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