Taylor Kramer Herrin

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2022 → Present
  Equitable Advisors, Llc.
  Folsom, CA
• 12/2021 → 10/2022
  Blue Raven Solar
  Reno, NV
• 10/2021 → 12/2021
  Door Dash
  San Fransico, CA
• 03/2019 → 10/2021
  Rent A Center
  Sparks, NV
• 10/2018 → 03/2019
  Target
  Reno, NV
• 08/2017 → 06/2018
  Service Master
  Lodi, CA
• 04/2016 → 02/2017
  Home Depot
  Reno, NV
• 03/2016 → 08/2016
  Petrini Advisors Team
  Minden, NV
• 08/2012 → 12/2016
  University Of Nevada, Reno
  Reno, NV
• 03/2017 → 07/2018
  Unemployed
  Lodi, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-02-18