Kristen TaylorCRD Number: 6151015
Current Firm: Ic Advisory Services, Inc.
Kristen Taylor (CRD# 6151015) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in West Chester, PA and has over 4 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Sensenig Capital Advisors, Inc.
|Ic Advisory Services Inc.||West Chester, PA||Jun 2013 - Current||4|
|The Investment Center Inc.||West Chester, PA||Jan 2013 - Current||5|
|Home||Denver, CO||Mar 2010 - Jun 2013||3|
|Sun Microsystems/oracle Corp||Palo Alto, CA||Aug 2000 - Mar 2010||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2013|
Total Assets Under Management812MILLIONS
Total Number of Accounts3,745ACCOUNTS
Average Account Value$216,763
- 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)
- Educational seminars/workshops