Kim TaylorCRD Number: 1211018
Current Firm: Lpl Financial LLC
Kim Taylor (CRD# 1211018) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish, MT and has over 34 years of experience in the finance industry.
Stack Financial Management Inc.
Ascendall Financial Strategies, P.c.
|Lpl Financial LLC||Whitefish, MT||Nov 2017 - Current||< 1|
|Flathead Wealth Management||Kalispell, MT||Jan 2006 - Current||12|
|Investment Centers Of America, Inc.||Kalispell, MT||May 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- 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