Taylor
Smith

Stancorp Investment Advisers, Inc

CRD#6330763
Investment Advisor
in Portland, OR

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About this Advisor

Taylor Smith is a financial advisor working out of Portland, Oregon. Smith currently works for Stancorp Investment Advisers, Inc. Smith has gained experience at Bb&T, Aren Life & Health Services Of Clearwater, Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Carillon Tower Advisers, Carillon Fund Distributors and The Standard. Smith maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Stancorp Investment Advisers, Inc is an advisory business operating out of Portland, OR. The firm has a total of 82 financial advisors. It handles $16 billion in assets across its 116,850 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 146 charities and foundations. Stancorp Investment Advisers, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services depend on which services are offered. Fee types billed by Stancorp Investment Advisers, Inc may include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1100 Sw Sixth Avenue P9
Portland, OR 97204

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Stancorp Investment Advisers, Inc Brokerage Details

Total Assets Under Management

$16,214,303,154

OR Average: $1,120,203,312
Total Number of Employees

82

OR Average: 50
Total Number of Accounts

116,850

OR Average: 1,309
Average Account Size

$138,762

OR Average: $855,770

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Taylor Smith Work History

Taylor has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

The Standard

2018 - 2022 (4 years)

Carillon Tower Advisers

2018 - 2022 (4 years)

Carillon Fund Distributors

2016 - 2018 (2 years)

Transamerica Investors Securities Corporation

2014 - 2016 (2 years)

Transamerica Retirement Solutions

2013 - 2014 (1 year)

Aren Life & Health Services Of Clearwater

2011 - 2013 (2 years)

Bb&T

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Taylor Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stancorp Investment Advisers, Inc

Janic Hoyuela
Mandeville, LA
Douglas Corra
Cincinnati, OH
Ekaterina Sheliga
Portland, OR
Sarah Mahalic
Portland, OR
John Lavin
Portland, OR
Christopher Halpin
Portland, OR
Joseph Bruns
Portland, OR
Anthony Garcia
Portland, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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