Taylor
Cann
Lpl Financial LLC
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About this Advisor
Taylor Cann is a financial advisor based in West Warwick, Rhode Island, working with Lpl Financial LLC. Taylor has previously held positions at Robyn Ivy Photography, Thrive Training, Meadowbrook Waldorf School, Waddell & Reed, Inc, Westerly Fitness LLC, Fresh Ground Garden Cafe, Various Insurance Carriers For W&R Insurance Agencies, All That Matters, Moxie Photograph By Tc, Margaret Mary Koosa, Belpointe Asset Management, LLC, Wild & Scenic, Inc, Janet Angel'S Airbnb, Earth Care Farm LLC, The Alchemists, The Garage Bay, Bjh LLC, Waddell & Reed, Brea Hutchinson, Golden Root, Inc, Kd Cleaning LLC, Wild & Scenic Inc, and Lpl Financial LLC. Taylor has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and Rhode Island. Currently, Taylor is part of Lpl Financial LLC, which operates out of West Warwick, Rhode Island. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Taylor Cann Work History
Lpl Financial LLC
Kd Cleaning LLC
Brea Hutchinson
Bjh LLC
Wild & Scenic Inc
Golden Root, Inc
Moxie Photograph By Tc
Waddell & Reed
Various Insurance Carriers For W&R Insurance Agencies
Margaret Mary Koosa
Belpointe Asset Management, LLC
The Alchemists
The Garage Bay
Bjh LLC
Wild & Scenic, Inc
Janet Angel'S Airbnb
Earth Care Farm LLC
Various Insurance Carriers For W&R Insurance Agencies
All That Matters
Thrive Training
Meadowbrook Waldorf School
Waddell & Reed, Inc
Westerly Fitness LLC
Fresh Ground Garden Cafe
Robyn Ivy Photography
Disclosures
Please visit the SEC profile of Taylor Cann 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 Lpl Financial LLC
Fort Mill, SC
Fort Mill, SC
Cohasset, MA
Metairie, LA
Dublin, CA
South Portland, ME
San Antonio, TX
Austin, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
