Taylor Barton (CRD# 7337991) is an Investment Advisor Representative working at Markle Financial LLC in Laramie, WY and has over 2 years of experience in the finance industry.
CRD# 6366201
Wealth Design Consulting, LLC
CRD# 4073366
Wealth Design Consulting, LLC
CRD# 6366167
Wealth Design Consulting, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Markle Financial LLC | Laramie, WY | Oct 2020 - Current | 3 |
| American Truck Business Services | Laramie, WY | Aug 2020 - Oct 2020 | < 1 |
| Uniwyo Fcu | Laramie, WY | May 2019 - Aug 2020 | 1 |
| The Navigators | Colorado Springs, CO | May 2017 - May 2019 | 2 |
| University Of Wyoming | Laramie, WY | Mar 2016 - May 2017 | 1 |
| Laramie County Community College | Laramie, WY | Aug 2014 - May 2017 | 2 |
| Ymca Of The Rockies | Grandby, CO | May 2014 - Aug 2014 | < 1 |
| University Of Wyoming | Laramie, WY | May 2013 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- WY
-
Total Assets Under Management97MILLIONS
-
Total Number of Accounts505ACCOUNTS
-
Average Account Value$192,676
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, CO, FL, NE, NH, PA, TX, WY
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