AUMdb
CE

Corey Eric Taylor

CRD 7359976 Certified Financial Planner Chartered Financial Consultant

Firms

FirmRoleAs of
Confluence Wealth Services, Inc. Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗