Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Reno, NV 89511
Credentials
CFP®, Series 66
Industry experience
4 years
Tayler Kottinger is a CFP® with four years of industry experience, currently serving as a financial advisor at Raymond James Financial in Reno, NV. Prior to this role, Tayler has been involved with Nevada Family Wealth and has held positions outside the financial sector, including roles at Orange Theory Fitness and Jostella Coffee Co. Tayler is also part owner and financial planner at Crest View Wealth Group and serves as CEO of TCK Drive, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services supported by extensive research, asset-allocation analysis, and a broad affiliate network.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
5595 Kietzke Lane, Suite 112
Reno, NV 89511
Nevada · Texas
Not Provided
2024 - Present (2 years)
Raymond James Financial
2022 - Present (4 years)
Raymond James Financial Services, inc.
2021 - Present (5 years)
Nevada Family Wealth
2021 - 2022 (1 year)
Orange Theory Fitness
2020 - 2021 (1 year)
Jostella Coffee Co.
2019 - 2020 (1 year)
University of Nevada, Reno
2018 - 2022 (4 years)
Thayer Green & Associates
2018 - 2019 (1 year)
Starbucks
2018 - 2018 (1 year)
Caughlin Club Kidz
2017 - 2017 (1 year)
School
2014 - 2018 (4 years)
School
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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