Nicholas Taggart is a CFP-designated registered investment advisor, based in Canby, OR, with 22 years of industry experience.
Location
Canby, OR
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Regulatory History (1)
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Customer Dispute
March 2023Settled
Other Business Activities
Nicholas is a Director of Client Relationships at Alpine Capital Research, LLC, dedicating full-time hours to this role. He also jointly owns a rental property, requiring minimal time commitment.
Employment History
Current Registrations
Imst Distributors, LLCBroker
November 2017 - Present · 8 yrs 6 mos
Acr Alpine Capital Research, LLC
November 2017 - Present · 8 yrs 6 mos
Previous Registrations
Cetera Advisors LLCBroker
February 2012 - October 2017 · 5 yrs 8 mos
Cetera Advisors LLC
February 2012 - October 2017 · 5 yrs 8 mos
Pacific West Financial Consultants INC
November 2006 - February 2012 · 5 yrs 3 mos
Pacific West Securities, INC.Broker
August 2005 - February 2012 · 6 yrs 6 mos
Edward JonesBroker
November 2003 - August 2005 · 1 yr 9 mos
Wma Securities, INC.Broker
March 2001 - June 2001 · 3 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.