Natalie Taylor (CRD# 4870668) is an Investment Advisor Representative working at The Goodland Group in Goleta, CA and has over 19 years of experience in the finance industry. Natalie Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4850609
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4570280
Mission Wealth Management, LP
CRD# 2113344
C.d. Allen Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Monarch Money | Goleta, CA | May 2023 - Current | < 1 |
| Natalie Taylor Consulting Services, LLC | Goleta, CA | Nov 2019 - Current | 4 |
| Natalie Taylor Sole Proprietor | Santa Barbara, CA | Jul 2018 - Current | 5 |
| Monarch Money | Goleta, CA | Jun 2021 - May 2023 | 1 |
| Ellevest | New York, NY | Nov 2018 - Nov 2021 | 3 |
| Learnvest Planning Services, LLC | Santa Barbara, CA | Jan 2013 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2004 |
- CA
- CO
- NY
- TX
- WA
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts157ACCOUNTS
-
Average Account Value$146,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, NY, TX, WA
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