AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TC

Taylor Carlson

LIBERTY POINT FINANCIAL
SYRACUSE, UT
CRD#: 7953785
Some features on this profile are disabled
TC
Taylor CarlsonLIBERTY POINT FINANCIAL

Professional summary

Taylor Carlson, who also goes by Taylor R Carlson, Taylor Roy Carlson, is a registered financial advisor currently at LIBERTY POINT FINANCIAL LLC located in Syracuse, Utah.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Taylor has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Taylor R Carlson | Taylor Roy Carlson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Carlson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

May 20, 2026 - Present

LIBERTY POINT FINANCIAL LLC

RIA
CRD#: 340888
SYRACUSE, UT
Past

October 8, 2024 - February 10, 2026

EDWARD JONES

RIA
CRD#: 250
CENTERVILLE, UT
Past

September 10, 2024 - February 10, 2026

EDWARD JONES

BD
CRD#: 250
CENTERVILLE, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(5/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/30/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/10/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/13/2024
Securities Industry Essentials Examination

Current Firm

LP
LIBERTY POINT FINANCIAL LLC
LIBERTY POINT FINANCIAL | LIBERTY POINT FINANCIAL LLC

CRD#: 340888 / SEC#:

Utah
Registered Investment Advisory firm - (5/20/2026 Approved)
Loading...

Contact information

Main Address
Syracuse, UT
Mailing Address
Phone number
(385) 245-3800
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LIBERTY POINT FINANCIAL LLC

CRD#: 340888Syracuse, UT

TRUST BUT VERIFY

Monitor Taylor Carlson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.