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Kim Taylor,Crc
Investment Advisor Representative at LPL Financial
Experienced financial advisor with 23 years of experience in investments, retirement planning, and wealth management.
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Location
Whitefish, Montana, United States, US
Skills
- Mutual Funds
- Retirement Planning
- Investments
- Trading
- Financial Planning
- Show all
Bio
Generated by
Topline AI
Kim Taylor is a seasoned financial professional with expertise in investments, retirement planning, and wealth management. With 23 years of experience, she has worked with various companies, including LPL Financial, Investment Centers of America, and Aim Mutual Funds. Taylor holds a Bachelor of Arts degree and is a Certified Retirement Counselor.
Credentials
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Certified Retirement Counselor
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Experience
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LPL Financial
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Whitefish, Montana, United States
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Investment Advisor Representative
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Dec 2017 - Present
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Whitefish, Montana, United States
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Investment Advisor Representative
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Apr 1994 - Dec 2017
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Gna Securities
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Greater Seattle Area
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Supervisor Dealer Services
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Jan 1987 - Jan 1992
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Greater Seattle Area
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Aim Mutual Funds
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Houston, Texas Area
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Supervisor Trade Desk
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Jan 1986 - Jan 1987
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Houston, Texas Area
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Gradison & CO
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Cincinnati
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Shareholder Services supervisor
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Jan 1983 - Jan 1986
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Cincinnati
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American Funds
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Greater Los Angeles Area
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Retirement Plan Services
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Jan 1982 - Mar 1983
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Greater Los Angeles Area
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Education
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1976 - 1980Western State
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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