Taylor Wagner is a registered investment advisor, based in Holladay, UT, with 5 years of industry experience.
Location
3115 East Lion Lane, Suite 160, Holladay, UT, 84121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Taylor sells life and health insurance, dedicating a few hours per week to this activity. Taylor is also an IAR at Valued Wealth Advisors, LLC, spending nearly full-time hours there, and performs tax preparation/accounting/bookkeeping, spending about a quarter of their time.
Employment History
Current Registrations
Chauner Securities, INC.Broker
Interwise
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
State Registrations3 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.