Taylor
Armstrong
Secure Asset Management, L.L.C
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About this Advisor
Taylor Armstrong is a financial advisor based in Portland, Oregon, working with Secure Asset Management, L.L.C. Taylor has previously held positions at Lulu Craft Bar + Kitchen, J. Bookwalter Winery, Washington State University, Voya Financial Advisors, Real Estate Transition Solutions, Concorde Investment Services, LLC, Concorde Asset Management, LLC, Aurora Securities Inc, and Secure Asset Management, LLC. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Taylor is part of Secure Asset Management, L.L.C, which operates out of Portland, Oregon. The firm has 18 offices and 46 employees. The firm manages assets totaling $599.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Secure Asset Management, L.L.C includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Secure Asset Management, L.L.C Brokerage Details
$599,576,285
46
3,698
$162,135
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Taylor Armstrong Work History
Real Estate Transition Solutions
Aurora Securities Inc
Secure Asset Management, LLC
Concorde Investment Services, LLC
Concorde Asset Management, LLC
Voya Financial Advisors
J. Bookwalter Winery
Lulu Craft Bar + Kitchen
Washington State University
Disclosures
Please visit the SEC profile of Taylor Armstrong 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 Secure Asset Management, L.L.C
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