Samuel Alan Taylor
Investment adviser representative at Parkshore Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$517.9MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Parkshore Wealth ManagementSep 2022 to now
- Zions BankSep 2021 to Aug 2022
- Brighman Young UniversityNov 2020 to Sep 2021
- Derrick Dalling FarmApr 2020 to Oct 2020
- Brighman Young UniversityDec 2019 to Apr 2020
- The Occasions Group, Inc.Nov 2019 to Dec 2019
- Brighman Young UniversityOct 2018 to Oct 2019
- Volunteer Missionary - ChurchSep 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Parkshore Wealth Management
$517.9MAssets managed
528Clients
5Advisers
13 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
- 8212738
- Firm CRD
- 148052