Taylor
Cann
Lpl Financial LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Melville, NY
Fresno, CA
Depere, WI
Oak Harbor, WA
Ogden, UT
Fort Mill, SC
Murfreesboro, TN
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
