Unclaimed
Taylor Parkin is a financial advisor with LPL Financial LLC. Taylor has been working in the financial services industry since 2010. Taylor is registered with the state of Utah and Texas. Taylor holds Series 7 and Series 66 licenses, as well as the SIE. Taylor has been with Royal Alliance Associates, Inc. and Chase Investment Services Corp. in the past.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
UT
11/04/2022 - Present
LPL Financial LLC (SALT LAKE CITY UT)
UT
04/01/2014 - 11/08/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
UT
04/25/2011 - 06/20/2011
ROYAL ALLIANCE ASSOCIATES, INC. (SALT LAKE CITY UT)
UT
04/16/2007 - 03/24/2011
CHASE INVESTMENT SERVICES CORP. (SALT LAKE CITY UT)
BOTH
Issued 04/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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