Tiffany Taylor (CRD# 6777049) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 5 years of experience in the finance industry.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 6673621
Econologics Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Mar 2022 - Current | 1 |
| J.w. Cole Financial, Inc. | Tampa, FL | Nov 2020 - Current | 3 |
| First Allied Securities, Inc. | San Diego, CA | Mar 2017 - Nov 2020 | 3 |
| University Of Michigan | Ann Arbor, MI | Jan 2015 - Apr 2017 | 2 |
| Oxford Forge, Inc. An Aam Company | Oxford, MI | Dec 2015 - Mar 2017 | 1 |
| University Of Michigan | Ann Arbor, MI | Dec 2015 - Apr 2016 | < 1 |
| Oxford Forge, Inc. An Aam Company | Oxford, MI | Apr 2015 - Sep 2015 | < 1 |
| Oakland University | Rochester, MI | Sep 2013 - Dec 2014 | 1 |
| A Cup Of Us, Llc (biggby Coffee) | Bloomfield Hills, MI | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- MI
-
Total Assets Under Management4,854MILLIONS
-
Total Number of Accounts24,060ACCOUNTS
-
Average Account Value$201,747
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.