Alex Taylor
- Role
- Wealth Advisor at Lucent Elm Wealth Management
- Location
- Santa Monica, CA, US
- LinkedIn followers
- 500 followers
About Alex Taylor
I spent the first decade of my career working in digital media & advertising across both…
Experience
Wealth Advisor
Apr 2021 — Present
Wealth Advisor working primarily with media/advertising professionals focusing on- Establishing investment portfolios for long-term wealth accumulation - Consolidation of retirement accounts from previous employers (i.e. 401k\'s) and your various options - Assistance with employer stock/RSU diversification strategies - 401k analysis: how well-diversified your portfolio is and your risk exposure - Education Savings strategies for families with younger children Alex Taylor is a registered representative with, and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Lucent Elm Wealth Management and LPL Financial are separate entities. For hyperlinks to FINRA and SIPC, please refer to \"Contact Info\" section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Skills
- Online Advertising
- Sem
- Social Media Marketing
- Digital Media
- Digital Marketing
- Doubleclick
- Advertising
- Competitive Analysis
- Comscore
- Integrated Marketing
- Digital Strategy
- Mobile Marketing
- Interactive Marketing
- Media Planning
- Social Media
- Mobile Advertising
- Media Buying
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