Allen Taylor (CRD# 2707551) is an Investment Advisor Representative working at Csenge Advisory Group, LLC in Birmingham, AL and has over 28 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Csenge Advisory Group, LLC | Birmingham, AL | Apr 2020 - Current | 4 |
| Lion Street Financial | Birmingham, AL | Apr 2020 - Current | 4 |
| Wealth Strategies LLC | Birmingham, AL | Feb 2002 - Current | 22 |
| Fsc Securities Corporation | Birmingham, AL | Feb 2002 - Apr 2020 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2010 |
- AL
-
Total Assets Under Management2,753MILLIONS
-
Total Number of Accounts14,675ACCOUNTS
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Average Account Value$187,594
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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