Ross David Taylor
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCJul 2023 to now
- Cetera Investment Services LLCApr 2023 to now
- State Bank of Southern UtahApr 2023 to now
- Snow CollegeFeb 2022 to now
- Nielson Contracting, LLCMay 2021 to Aug 2021
- Sevier School DistrictAug 2020 to May 2022
- Tatton and Mellor FinancialNov 2017 to Sep 2018
- A Step To Better HealthcareDec 2016 to Oct 2017
- Alpine School DistrictAug 2016 to Aug 2020
- Utah Valley University: Woodbury School of BusinessAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7733863
- Firm CRD
- 105644