Taylor
Smith
Stancorp Investment Advisers, Inc
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About this Advisor
Taylor Smith is a financial advisor based in Portland, Oregon, working with Stancorp Investment Advisers, Inc. Taylor has previously held positions at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Carillon Tower Advisers, Carillon Fund Distributors, and The Standard. Taylor has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Taylor is part of Stancorp Investment Advisers, Inc, which operates out of Portland, Oregon. The firm has 1 office and 112 employees. The firm manages assets totaling $34.4 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. The fee structure at Stancorp Investment Advisers, Inc includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Stancorp Investment Advisers, Inc Brokerage Details
$34,385,256,113
112
126,310
$272,229
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
The Standard
Carillon Tower Advisers
Carillon Fund Distributors
Transamerica Investors Securities Corporation
Transamerica Retirement Solutions
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
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Denver, CO
Portland, OR
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