Kim Taylor, financial advisor Whitefish MT
93 score

Kim Taylor

CRD 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 32 years of experience in the finance industry.

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Company Name Location Dates Years
Flathead Wealth Management Kalispell, MT Jan 2006 - Current 10
Investment Centers Of America, Inc. Kalispell, MT May 1994 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Kim E. Taylor
Phone Number: 866-275-4422
Registered State(s):
  • AZ
  • OR
  • UT
  • WI
  • CA
  • MT
  • WA
By the Numbers
  • Total Assets Under Management
    3,133
    MILLIONS
  • Total Number of Accounts
    23,134
    ACCOUNTS
  • Average Account Value
    $135,424
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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