Spencer N Taggart

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

• 11/2016 → 05/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 11/2015 → 11/2016
  America First Credit Union
  Layton, UT
• 05/2025 → Present
  Lpl Financial Llc
  Odgen, UT

Previous Registrations

• 2018-06-26 → 2025-05-15
  Cuso Financial Services, L.P.
  Layton, UT
  San Diego, CA
  Centerville, UT
  Roy, UT
  Odgen, UT
  Layton, UT

Other Businesses

1. 5/15/2025: America First Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-22