Rowdee
Taylor
Interactive Financial Advisors
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About this Advisor
Rowdee Taylor is a financial advisor working out of Richfield, Utah with 1 year of industry experience. Taylor works at Interactive Financial Advisors. During their career, Taylor has held roles at Aspen Capital Management LLC, Student, Blm, Petal Lane, Forest Service, Big 5, El Mexicano, Kmart, Mountainland Supply Co, Miller & Co, Cpa, Cranney Insurance Agency, Brent Brown Insurance, Taylor Insurance & Investments and Cove View Golf Course. Taylor has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to operate in Utah. Interactive Financial Advisors is a registered investment business that has its headquarters in New Lenox, IL. The company has offices in 23 locations and a total of 37 financial advisors. It manages $278 million in total assets between its 3,090 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 3,090 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on the type of services. Fee types charged by Interactive Financial Advisors likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$278,271,719
37
3,090
$90,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rowdee Taylor Work History
Rowdee has been registered as a financial advisor for 1 years.*
Taylor Insurance & Investments
Cove View Golf Course
Brent Brown Insurance
Cranney Insurance Agency
Aspen Capital Management LLC
Miller & Co, Cpa
Student
Blm
Student
Blm
Petal Lane
Forest Service
Big 5
El Mexicano
Forest Service
Kmart
Mountainland Supply Co
Student
Mountainland Supply Co
Student
*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 Rowdee 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 Interactive Financial Advisors
Chicago, IL
Onalaska, WI
Pahrump, NV
Heathsville, VA
El Reno, OK
New Lenox, IL
Warrenton, VA
Fairfax, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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