Taylor Johenry Mast

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2013 → 07/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2013 → 07/2019
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2017 → 07/2019
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2019 → 04/2022
  Ameriprise Financial Services, Inc
  Otturnwa, IA
• 07/2019 → 12/2019
  Unemployed
  Fairfield, IA
• 06/2022 → Present
  Lpl Financial Llc
  Fairfield, IA

Previous Registrations

• 2019-12-06 → 2022-05-04
  Ameriprise Financial Services, Llc
  Ottumwa, IA
• 2017-06-12 → 2019-07-29
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Exams

• S66 Uniform Combined State Law Examination
  2017-06-09

Other Names

• Taylor J Mast
• Taylor Mast