Lincoln
Taylor
Zions Capital Advisors, Inc
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About this Advisor
Lincoln Taylor is a financial advisor operating in West Jordan, Utah with a total of 13 years of industry experience. Taylor currently works for Zions Capital Advisors, Inc. The advisor has gained experience at Contango Capital Advisors, Inc, Zions Direct, Inc, Amegy Investments, Inc and Zmsc Risk Management. Taylor holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Utah. Zions Capital Advisors, Inc is a registered investment firm that has its headquarters in Salt Lake City, UT. It has offices in two locations and a total of 17 people on staff. It manages $2 billion in assets under management among its 93 client accounts, making it one of the largest firms in the country by assets under management. The firm offers portfolio management for institutional clients. Financial management fee schedules largely vary depending on the financial services offered. Fees charged by Zions Capital Advisors, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zions Capital Advisors, Inc Brokerage Details
$1,959,976,339
17
93
$21,075,014
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Lincoln Taylor Work History
Lincoln has been registered as a financial advisor for 13 years.*
Zmsc Risk Management
Amegy Investments, Inc
Contango Capital Advisors, Inc
Zions Direct, Inc
*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 Lincoln Taylor 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 Zions Capital Advisors, Inc
Salt Lake City, UT
Salt Lake City, UT
West Jordan, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
Salt Lake City, UT
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