Taylor
Vowles
Oxford Wealth Management
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About this Advisor
Taylor Vowles is a financial advisor based in Lindon, Utah, working with Oxford Wealth Management. Taylor has previously held positions at Silver Bennett Financial, Inc, Crewe Capital, LLC, Drive Wealth Management, LLC, Aeiou 2, LLC, Independent Certified Public Accountant, Family Office Tax Services LLC, Dba As Conor & Taylor, and Oxford Wealth Management, LLC. Taylor has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Taylor is part of Oxford Wealth Management, which operates out of Lindon, Utah. The firm has 9 employees and manages assets totaling $495.1 million. Oxford Wealth Management serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Oxford Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Oxford Wealth Management Brokerage Details
$495,119,129
9
69
$7,175,640
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Taylor Vowles Work History
Oxford Wealth Management, LLC
Family Office Tax Services LLC, Dba As Conor & Taylor
Drive Wealth Management, LLC
Independent Certified Public Accountant
Aeiou 2, LLC
Silver Bennett Financial, Inc
Crewe Capital, LLC
Disclosures
Please visit the SEC profile of Taylor Vowles 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 Oxford Wealth Management
Lindon, UT
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