Taylor Tomlin (CRD# 6553550) is an Investment Advisor Representative working at Advice And Planning Services in Tampa, FL and has over 8 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Tiaa | Tampa, FL | Jan 2023 - Current | 1 |
Tiaa-cref Individual & Institutional Services, LLC | Tampa, FL | Jan 2023 - Current | 1 |
Fidelity Personal And Workplace Advisors | Rancho Bernardo, CA | Nov 2022 - Dec 2022 | < 1 |
Fidelity | Rancho Bernardo, CA | Mar 2022 - Dec 2022 | < 1 |
Fidelity Brokerage Services LLC | Rancho Bernardo, CA | Mar 2022 - Dec 2022 | < 1 |
J.p. Morgan Securities LLC | Lakeside, CA | Jul 2019 - Mar 2022 | 2 |
Jpmorgan Chase Bank, N.a. | Lakeside, CA | Jul 2019 - Mar 2022 | 2 |
Tomlin Builders, Inc. | Sante, CA | Jun 2017 - Jul 2019 | 2 |
The Loan Company Of San Diego | San Diego, CA | Aug 2018 - May 2019 | < 1 |
Axa Advisors, LLC | San Diego, CA | Nov 2016 - Jul 2017 | < 1 |
Massmutual/metlife Securities Inc. | San Diego, CA | Nov 2015 - Oct 2016 | < 1 |
Msi Financial Services, Inc. | San Diego, CA | Sep 2015 - Oct 2016 | 1 |
Clay Leaf Building Contractors, Inc. | La Jolla, CA | May 2006 - Aug 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2015 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- FL
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VI, VT, WA, WI, WV, WY
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