Spencer Taggart
Wealth Advisor, LPL Financial at America First Credit Union
- Role
- Wealth Management Consultant at LPL Financial
- Location
- Layton, UT, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Consultant
May 2025 — Present · Layton, UT, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates.[Credit Union name and DBA name] are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using [DBA name], and may also be employees of [credit union name]. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of,[credit union name] or [DBA name]. Securities and insurance offered through LPL or its affiliates are- Not Insured by NCUA or Any Other Government Agency- Not Credit Union Guaranteed- Not Credit Union Deposits or Obligations- May Lose ValueThird 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.
Education
Weber State University
Professional Sales
2016 — 2018
Utah State University
General Studies
2014 — 2016
Skills
- Customer Service
- Sales
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