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||24|
|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
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