Taylor Retherford (CRD# 7689648) is an Investment Advisor Representative working at Aggregate Financial Services, Inc. in Navarre, FL and has over 2 years of experience in the finance industry.
CRD# 1672337
Ameriprise Financial Services, LLC
CRD# 5194535
Fsa Investment Group, LLC
CRD# 5739032
Familywealth
Company Name | Location | Dates | Years |
---|---|---|---|
Olympus | Center Valley, PA | Nov 2023 - Current | < 1 |
Aggregate Financial Services, Inc. | Navarre, FL | Apr 2023 - Current | 1 |
Intelerad | Raleigh, NC | Nov 2022 - Nov 2023 | 1 |
Actigraph | Pensacola, FL | Apr 2019 - Nov 2022 | 3 |
Crabs On The Beach | Pensacola Beach, FL | Apr 2012 - Apr 2019 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$8,723
- 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
FL
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