Randy Wayne Taylor

Employer firm

Wealthspire Retirement Advisory CRD 121254

$38.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• RESEARCH/VENDOR REPORTS ON 401(K) PLANS / DILIGENCE ON INVESTMENT LINEUPS

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

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

Current Employers

Employment History

• 02/2014 → 12/2019
  Paradigm Life Insurance
  Salt Lake City, UT
• 12/2019 → 10/2024
  Divergent Wealth Advisors
  South Jordan, UT
• 10/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 10/2024 → 10/2025
  Nfp Retirement, Inc.
  Aliso Viejo, CA
• 10/2025 → Present
  Wealthspire Retirement Advisory
  Aliso Viejo, CA

Previous Registrations

• 2022-02-04 → 2024-10-15
  Divergent Wealth Advisors, Llc
  South Jordan, UT

Other Businesses

1. Fixed Insurance, Investment Related , Insurance Sales, Insurance Agent, address 2410 W. 2200 N,Lehi, Utah 84043 since 3/23/2015 7. 1 hrs 8. 0 hrs during trading 9. Insurance and Fixed annuity sales

Exams

• S66 Uniform Combined State Law Examination
  2022-01-31

Other Names

• Randy W. Taylor