Taylor ParkinCRD Number: 5310946
Current Firm: Royal Alliance Associates, Inc.
Taylor Parkin (CRD# 5310946) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Salt Lake City, UT and has over 3 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Royal Alliance Associates||Salt Lake City, UT||Apr 2011 - Current||6|
|Chase Investment Services Corp||Salt Lake City, UT||Mar 2007 - Mar 2011||4|
|Nordstrom, Inc.||Salt Lake City`, UT||Dec 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
- Employer Dispute
- Regulatory Event
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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