Callie Taylor, financial advisor San Diego CA
89 score

Callie Taylor

CRD Number: 6182463
Current Firm: Unionbanc Investment Services, LLC

Callie Taylor (CRD# 6182463) is an Investment Advisor Representative working at Unionbanc Investment Services, LLC in San Diego, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Union Banc Investment Services San Diego, CA May 2016 - Current < 1
J.p. Morgan Securities LLC San Diego, CA Mar 2014 - May 2016 2
J.p. Morgan Chase Bank San Diego, CA Oct 2012 - Mar 2014 1
Wells Fargo Coeur D Alene, ID Apr 2012 - Oct 2012 < 1
Nordstrom Spokane, WA Aug 2011 - Apr 2012 < 1
Boise State University Boise, ID Jan 2010 - Aug 2011 1
Ann Taylor Loft Boise, ID Aug 2010 - Jun 2011 < 1
Ann Taylor Loft Spokane, ID Jun 2010 - Aug 2010 < 1
North Idaho College Coeur D Alene, ID Jan 2008 - Dec 2009 1
Starbucks Coeur D Alene, ID Sep 2005 - Jun 2009 3
Lake City High School Coeur D Alene, ID Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2013
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Callie S. Taylor
Phone Number: 800-634-1100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    773
    MILLIONS
  • Total Number of Accounts
    3,196
    ACCOUNTS
  • Average Account Value
    $241,970
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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