Lorayne Taylor, financial advisor Salt Lake City UT

Lorayne Taylor

CRD Number: 6250171
Current Firm: Smedley Financial Services Inc.

Lorayne Taylor (CRD# 6250171) is an Investment Advisor Representative working at Smedley Financial Services Inc. in Salt Lake City, UT and has over 8 years of experience in the finance industry. Lorayne 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.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Salt Lake City, UT Apr 2021 - Current < 1
Smedley Financial Services Inc. Salt Lake City, UT Apr 2021 - Current < 1
University Of Utah Salt Lake City, UT Oct 2015 - Current 6
Edward Jones St Louis, MO Dec 2017 - May 2019 1
Brigham Young University - Idaho Rexburg, ID Jul 2014 - Dec 2017 3
Lori Taylor Piano Sudio Salt Lake City, UT Aug 1997 - Dec 2017 20
University Of Utah Salt Lake City, UT Apr 2016 - Oct 2017 1
Parker Insurance Rexburg, ID Mar 2014 - Dec 2016 2
Financial Planning Office Salt Lake City, UT Aug 2013 - Dec 2013 < 1
Deseret Mutual Benefit Administrators Salt Lake City, UT Jan 2013 - Aug 2013 < 1
University Of Utah Salt Lake City, UT Aug 2011 - May 2013 1
University Of Utah Salt Lake City, UT Aug 2009 - May 2013 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Feb 2018
Contact Info for Lorayne Taylor
Phone Number: 801-355-8888
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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