Taylor Sutterfield (CRD# 6892490) is an Investment Advisor Representative working at Dentist Advisors in South Jordan, UT and has over 4 years of experience in the finance industry. Taylor Sutterfield 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.
CRD# 4683570
Cetera Advisor Networks LLC
CRD# 4503842
Cetera Advisor Networks LLC
CRD# 1870699
Five Seasons Financial Planning LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dentist Advisors | South Jordan, UT | Mar 2020 - Current | 3 |
| Taylor Sutterfield | Provo, UT | Aug 2016 - Current | 6 |
| Norhtwestern Mutual Wealth Management Company | Milwaukee, WI | May 2019 - Mar 2020 | < 1 |
| Northwestern Mutual Investment Services LLC | Provo, UT | Aug 2018 - Mar 2020 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Jan 2018 - Mar 2020 | 2 |
| Guardian Alarm | Southfield, MI | Jul 2017 - Aug 2017 | < 1 |
| Riverside Country Club | Provo, UT | Jun 2009 - May 2017 | 7 |
| Kpmg | Salt Lake City, UT | Jan 2017 - Mar 2017 | < 1 |
| Flickinger Sutterfield And Boulton | Provo, UT | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2018 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- UT
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Total Assets Under Management314MILLIONS
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Total Number of Accounts2,342ACCOUNTS
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Average Account Value$134,192
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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