Christopher
Taylor
Bristlecone Advisors LLC
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About this Advisor
Christopher Taylor is a financial advisor working in Bellevue, Washington with a total of 13 years of relevant experience. Taylor is on the advisory team at Bristlecone Advisors LLC. They have been employed by Bristlecone Advisors Llc for their whole career. Taylor has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas and Washington. Bristlecone Advisors LLC is a financial advisory business operating out of Bellevue, WA. It handles $2 billion in total assets among its 1,142 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises five charitable organizations. Of its 1,142 customer accounts, 78% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees depend on which services the firm provides the client. Fees billed by Bristlecone Advisors LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bristlecone Advisors LLC Brokerage Details
$1,579,360,687
19
1,142
$1,382,978
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
- Other
Christopher Taylor Work History
Christopher has been registered as a financial advisor for 13 years.*
Bristlecone Advisors LLC
*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 Christopher 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 Bristlecone Advisors LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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