Ashley Taylor (CRD# 7884027) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Monett, MO and has 1 year of experience in the finance industry.
CRD# 1138058
On Investment Management Co
CRD# 6540404
Edward Jones
CRD# 2238313
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Minott, MO | May 2024 - Current | < 1 |
| State Farm Vp Management Corp | Osceola, IA | Mar 2024 - Current | < 1 |
| Jim Reed's Insurance Agency | Monett, MO | Feb 2018 - Current | 6 |
| Countryside Care Center | Monett, MO | Aug 2017 - Feb 2018 | < 1 |
| Best Impressions Family Dentistry | Springfield, MO | Aug 2016 - Aug 2017 | 1 |
| Happy House | Monett, MO | Apr 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2024 |
| S65 | NASAA Investment Advisors Law Examination | May 2024 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MO
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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