Taylor Parkin
Taylor Parkin is a registered investment advisor at LPL Financial LLC, based in Salt Lake City, UT, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
257 East 200 South Suite 750, Salt Lake City, UT, 84111
Get directionsHistory
Regulatory History (2)
Regulatory
March 2013Employment Separation After Allegations
March 2011Other Business ActivitiesSells Insurance
Taylor operates under Axex Financial as a DBA for their LPL business and as an agent selling life, health, disability, and long-term care insurance. Taylor also owns rental real estate with their spouse, dedicating minimal time to this activity.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.