Taylor Eastland Shoop

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2008 → 03/2020
  Ameriprise Financial Services, Inc.
  Los Angeles, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Westlake Village, CA

Other Businesses

Independent Insurance Brokering; Voya; 12/10/2019; Fixed Annuity. Other Business Activities; Shoop Family Partnership; I own 1/18th of a family business that manages real estate, runs a farming operation, and owns oil and gas assets; 318 Private Road 4720Rhome, TX 76078, , Justin, TX, 76247; Not Investment-Related; 05/19/2015; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2008-08-25

Other Names

• Taylor Shoop