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Cam Taggart Mcclellan

Palisade Wealth Management

Draper, UT

Herriman, UT

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Current Employers
Palisade Wealth Management

12231 S 900 E, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-07-25
UT RA APPROVED 2023-02-21
CA RA APPROVED 2023-02-19
  • TX RA
    APPROVED
    Since 2024-07-25
  • UT RA
    APPROVED
    Since 2023-02-21
  • CA RA
    APPROVED
    Since 2023-02-19

Branch Locations

272 E 12200 S, Draper, UT 84020 • United States

Herriman, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ailsa Capital Inc Draper UT 06/2011 Present
  • 06/2011 → Present
    Ailsa Capital Inc
    Draper, UT
Previous Registrations
  • 2011-06-23 → 2023-03-06
    Ailsa Capital, Inc.
    Draper, UT
  • 2011-04-19 → 2011-06-22
    Omni Investment Advisors Inc
    Draper, UT
  • 2007-12-21 → 2008-10-02
    Foothill Securities, Inc.
    Calistoga, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-12-19
S63 Uniform Securities Agent State Law Examination 2007-11-15
  • S65 Uniform Investment Adviser Law Examination
    2007-12-19
  • S63 Uniform Securities Agent State Law Examination
    2007-11-15

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Kyler Eric Brooksby
HEATHER MARIE SYRETT
Shirley Crosby Spencer
JAMES MATTHEW ZUNDEL
MICHAEL BRANDON RILEY
ADAM GAYLE LEFLER
STEPHEN MICHAEL SMITH
MARK HAROLD BURGON

Other Offices

COIGN CAPITAL ADVISORS LLC · DRAPER, UT
NAVIGATE PRIVATE WEALTH, LLC · DRAPER, UT
AMERIPRISE FINANCIAL SERVICES, LLC · DRAPER, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
COIGN CAPITAL ADVISORS LLC · Draper, UT
LPL FINANCIAL LLC · DRAPER, UT
ELEVATED CAPITAL ADVISORS, LLC · DRAPER, UT
PALISADE WEALTH MANAGEMENT · DRAPER, UT

More in Draper, UT

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