Braden Taylor
Investment adviser representative at LPL Financial LLC
20 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- LPL Financial LLCMay 2025 to now
- Camas Meadows Golf CourseJun 2024 to now
- Mansur Financial LLCJan 2023 to now
- Osaic Wealth, Inc.Aug 2023 to May 2025
- Pnw Wealth Advisors LLCMay 2023 to May 2025
- Royal Alliance Associates, Inc. (Feb 2023 to Aug 2023
- Northwestern MutualJan 2022 to Aug 2022
- SafewayMay 2020 to Aug 2021
- Boise State UniversityAug 2019 to Dec 2022
- Camas Meadows Golf CourseMar 2019 to Aug 2022
- Wollam & AssociatesJun 2018 to Aug 2020
- StudentSep 2006 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7458116
- Firm CRD
- 6413