Tamara Taylor
Financial advisor at Charles Schwab & Co., Inc. · Cottonwood Heights, UT
Last updated 2026-10-10
Claim your profileTamara Taylor is a financial advisor at Charles Schwab & Co., Inc. in Cottonwood Heights, UT, CRD 6710295. Licenses and exams on the registration: Series 66. IAPD registration began 2016-12-15.
Registration
- CRD number
- 6710295
- Registration status
- Active
- IAPD registration
- 2016-12-15
- Industry Experience
- 9 years
- Work Experience
- 13 years
- States registered
- TX, UT
Licenses and exams
- Series 66
Work history
- 2013-02 to 2017-06 · TD Ameritrade Holding Corp - Investools · Draper, UT
- 2017-07 to 2018-04 · Morgan Stanley · Holladay, UT
- 2017-07 to 2018-04 · Morgan Stanley Private Bank, National Association · New York, NY
- 2018-05 to 2019-11 · TD Ameritrade · Cottonwood Heights, UT
- 2019-12 to Present · Charles Schwab & Co., Inc. · Cottonwood Heights, UT
- 2019-12 to Present · Charles Schwab Bank, Ssb · Cottonwood Heights, TX
- 2023-04 to 2024-06 · TD Ameritrade Inc. · Cottonwood Heights, UT
Current employment
- Charles Schwab & Co., Inc. · San Francisco, CA
Charles Schwab & Co., Inc.
- Registered advisors
- 6,791
- Offices
- 867
- Clients per advisor
- 0.0 (Low)
Charles Schwab & Co., Inc.: advisors, services and reported ETF investments
About
Tamara Taylor is a financial advisor at Charles Schwab & Co., Inc. in Cottonwood Heights, UT. Reported securities licenses include Series 66. The latest record indicates 9 years of industry experience and 13 years of reported work history. Reported roles include Charles Schwab Bank, Ssb, TD Ameritrade Inc., TD Ameritrade, Morgan Stanley, among others.
Charles Schwab & Co., Inc.'s firm-level Form ADV reports 6,791 advisors across 867 offices; services including Financial Planning Services, Selection of Other Advisers, Other Advisory Service.
What this firm offers
Filed by Charles Schwab & Co., Inc. on Form ADV.
Client services
- Financial Planning Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
6550 South Big Cottonwood Canyon Rd, Cottonwood Heights, UT 84121
19 advisors at this office.
Contact
The firm's filed contact details.
Official record
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