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Taylor Doorninck

11 Years of Experience
Tigard, OR
BrokerSells Insurance

Taylor Doorninck is a registered investment advisor at Cetera Investment Advisers LLC, based in Tigard, OR, with 11 years of industry experience. Taylor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

9900 SW Greenburg Rd #275, Tigard, OR, 97223

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Taylor is an independent insurance agent selling fixed insurance products and also works as an investment professional with Martin Haugh Financial. Both activities take up a significant amount of Taylor's time, with the insurance role consuming a full-time commitment and the financial services role taking nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLC
June 2021 - Present · 5 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2019 - June 2021 · 2 yrs 3 mos
Voya Financial Advisors, INC.Broker
February 2019 - June 2021 · 2 yrs 4 mos
Foresters Advisory Services, LLC
April 2018 - February 2019 · 10 mos
Foresters Financial Services, INC.Broker
April 2014 - February 2019 · 4 yrs 10 mos
State Registrations14 states
AKALAZCACOIDILKSMOMTNCNVORWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Taylor Doorninck - Financial Advisor | TrueAdvisor