Taylor Reasoner

Employer firm

Eq Wealth Advisors CRD 322294

$617M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2022 → Present
  Eq Wealth Advisors, Llc
  Dallas, TX
• 06/2022 → Present
  Planning Strategies
  Dallas, TX
• 09/2019 → 05/2022
  Texas Tech University
  Lubbock, TX
• 06/2014 → 06/2017
  Primewest Mortgage
  Lubbock, TX
• 12/2018 → 09/2019
  Oberkampf Supply
  Lubbock, TX
• 06/2017 → 12/2018
  Texas Tech University
  Lubbock, TX

Other Businesses

1) OBERKAMPF SUPPLY; NOT INVESTMENT RELATED; 4023 CLOVIS ROAD, LUBBOCK, TX 79415; ADMIN CONSULTANT; 12/2018; 5 HRS/MTH OUTSIDE OF TRADING HOURS; ADMINISTRATIVE SUPPORT AS NEEDED

Designations

• Certified Financial Planner