Lorayne TaylorCRD 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.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Five Seasons Financial Planning LLC
|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|
Total Assets Under Management277MILLIONS
Total Number of Accounts2,080ACCOUNTS
Average Account Value$133,036
- 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
- Publication of periodicals or newsletters
AZ, CA, CO, FL, ID, NE, NV, OR, TX, UT, VA, WA
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