Samuel Alan Taylor

Employer firm

Parkshore Wealth Management CRD 148052

$518M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION

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

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

Current Employers

Employment History

• 08/2023 → Present
  Parkshore Wealth Management
  Granite Lake, CA
• 09/2022 → 08/2023
  Parkshore Wealth Management
  Granite Lake, CA
• 09/2021 → 08/2022
  Zions Bank
  Rexburg, ID
• 11/2020 → 09/2021
  Brighman Young University
  Rexburg, ID
• 04/2020 → 10/2020
  Derrick Dalling Farm
  Hammer, ID
• 12/2019 → 04/2020
  Brighman Young University
  Rexburg, ID
• 11/2019 → 12/2019
  The Occasions Group, Inc.
  Rexburg, ID
• 10/2018 → 10/2019
  Brighman Young University
  Rexburg, ID
• 09/2016 → 09/2018
  Volunteer Missionary - Church
  Phoenix, AZ

Designations

• Certified Financial Planner

Other Names

• Sam Taylor