Unclaimed Profile

Lincoln Earl Taylor

ZIONS CAPITAL ADVISORS, INC.·SALT LAKE CITY, Utah

SIE, Series 7, Series 24, Series 53, Series 66Clean record19 years registeredZIONS CAPITAL ADVISORS, INC.

ZIONS CAPITAL ADVISORS, SALT LAKE CITY, UT 84133CRD# 5011548Firm CRD# 131308

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lincoln Earl Taylor · SALT LAKE CITY, UT

Registration

CRD #5011548 · ZIONS CAPITAL ADVISORS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZIONS CAPITAL ADVISORS, INC.

AMEGY INVESTMENTS, INC.

Jan 2016 – Apr 2016

HOUSTON, TX

ZIONS CAPITAL ADVISORS, INC.

May 2010 – Jul 2025

SALT LAKE CITY, UT

VISTA WEALTH MANAGEMENT, LLC

Apr 2009 – Aug 2012

SAN FRANCISCO, CA

CHASE INVESTMENT SERVICES CORP.

Aug 2006 – Feb 2009

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 66

Registration record

First registered · August 16, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZIONS CAPITAL ADVISORS, INC.

CRD 131308 · SEC 801-63287

AUM

$1.8B

Regulatory assets under management

Employees

86 client accounts

Services offered by ZIONS CAPITAL ADVISORS, INC.

Per Form ADV

Selection of other advisers

View all advisors at ZIONS CAPITAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Lincoln Earl Taylor offer?

Lincoln Earl Taylor specializes in Wealth Management.

What are Lincoln Earl Taylor's credentials?

Lincoln Earl Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lincoln Earl Taylor located?

Lincoln Earl Taylor is based in SALT LAKE CITY, Utah, last registered with ZIONS CAPITAL ADVISORS, INC..

How does Lincoln Earl Taylor charge for services?

Lincoln Earl Taylor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZIONS CAPITAL ADVISORS, INC.?

ZIONS CAPITAL ADVISORS, INC. has approximately 16 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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