Taylor Cann (CRD# 6423448) is an Investment Advisor Representative working at Lpl Financial LLC in West Warwick, RI and has over 8 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | West Warwick, RI | Jul 2021 - Current | 2 |
Kd Cleaning LLC | Warwick, RI | Jan 2020 - Current | 4 |
Brea Hutchinson | West Warwick, RI | Jan 2018 - Current | 6 |
Bjh LLC | West Warwick, RI | Nov 2017 - Current | 6 |
Wild & Scenic Inc. | Matunuck, RI | Jan 2016 - Current | 8 |
Golden Root, Inc. | Wakefield, RI | Jul 2015 - Current | 8 |
Moxie Photograph By Tc | Hope Vally, RI | Oct 2011 - Current | 12 |
Waddell & Reed | West Warwick, RI | Jan 2018 - Jul 2021 | 3 |
Various Insurance Carriers For W&r Insurance Agencies | Warwick, RI | Jan 2018 - Jul 2021 | 3 |
Janet Angel's Airbnb | Middletown, RI | May 2016 - Dec 2019 | 3 |
The Garage Bay | Exeter, RI | Dec 2017 - Jan 2018 | < 1 |
Bjh LLC | West Warwick, RI | Nov 2017 - Jan 2018 | < 1 |
Wild & Scenic, Inc. | Wakefield, RI | Jan 2016 - Jan 2018 | 2 |
Earth Care Farm LLC | Charlestown, RI | Sep 2016 - Dec 2017 | 1 |
Belpointe Asset Management, LLC | Greenwich, CT | Sep 2017 - Oct 2017 | < 1 |
The Alchemists | Cumberland, RI | Sep 2017 - Oct 2017 | < 1 |
Margaret Mary Koosa | Hope Valley, RI | Apr 2017 - Sep 2017 | < 1 |
Various Insurance Carriers For W&r Insurance Agencies | Hope Valley, RI | Apr 2015 - Sep 2017 | 2 |
Waddell & Reed, Inc. | West Warwick, RI | Nov 2014 - Sep 2017 | 2 |
All That Matters | Wakefield, RI | Dec 2015 - Sep 2016 | < 1 |
Fresh Ground Garden Cafe | Richmond, RI | Aug 2014 - Sep 2016 | 2 |
Meadowbrook Waldorf School | West Kingston, RI | Jul 2014 - Jun 2016 | 1 |
Thrive Training | Wyoming, RI | Jan 2014 - Dec 2015 | 1 |
Westerly Fitness LLC | Westerly, RI | Sep 2014 - Dec 2014 | < 1 |
Robyn Ivy Photography | Wakefield, RI | Dec 2012 - Dec 2014 | 2 |
Summer Infant Inc. | Woonsocket, RI | Dec 2011 - May 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- MN
- RI
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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