Kim TaylorCRD Number: 1211018
Current Firm: Investment Centers Of America, Inc.
Kim Taylor (CRD# 1211018) is an Investment Advisor Representative working at Investment Centers Of America, Inc. in Whitefish, MT and has over 34 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|Flathead Wealth Management||Kalispell, MT||Jan 2006 - Current||11|
|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 Management3,133MILLIONS
Total Number of Accounts23,134ACCOUNTS
Average Account Value$135,424
- 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
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, VT, WA, WI, WV