Colby TaylorCRD Number: 6950774
Current Firm: Independent Financial Group, LLC
Colby Taylor (CRD# 6950774) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has 1 year of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Independent Financial Group||San Diego, CA||May 2018 - Current||4|
|Deloitte||Costa Mesa, CA||Sep 2016 - Apr 2018||1|
|Student||San Luis Obispo, CA||Jun 2010 - Jun 2016||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management6,647MILLIONS
Total Number of Accounts20,980ACCOUNTS
Average Account Value$316,813
- 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)
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, VT, WA, WI, WV, WY
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