Allen Taylor Email & Phone Number
President
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Allen Taylor Location
- Birmingham, AL, US
Allen Taylor Work
- 2002 -now President @ Wealth Strategies, LLC
- 1998 -2002 Partner and Portfolio Director and Registered Representative @ IFG Securities
- 1996 -1998 Registered Representative @
- 1986 -1996 Operations Manger, Deposit and Loan Ops @
Allen Taylor Education
- Birmingham Southern College
BA (Business Administration, Finance)
1992-1994 - Auburn University
(Business/ FInance)
1983-1986 - University of North Alabama
(Business Administration and Management, General)
1981-1983 - University of North Alabama
(Business)
1981-1983
Allen Taylor Skills
- Investments
- Retirement Planning
- Strategic Financial Planning
- Financial Advisory
- Securities
- Portfolio Management
- Asset Allocation
- Retirement
- Finance
- Mutual Funds
- Investment Advisory
- Estate Planning
- Banking
- Wealth Management
- Strategic Planning
- Financial Services
- Risk Management
- Fixed Annuities
- Asset Managment
- Customer Service
- Management
- Investment Strategies
- Asset Management
- Wealth Management Services
- Leadership
- Business Planning
- Series 63
- Employee Benefits
- Series 7
- Wealth
- Financial Analysis
- Project Planning
- Loans
- Analysis
- Small Business
- Tax
- Series 65
- Start-ups
- Series 24
- Disability Insurance
- Investment Management
- Long-term Care
- Life Insurance
- Insurance
- Start Ups
- Long Term Care
Allen Taylor Summary
- Allen Taylor, based in Birmingham, AL, US, is currently a President at Wealth Strategies, LLC. Allen Taylor brings experience from previous roles at IFG Securities, Lincoln Financial Advisors and BBVA Compass. Allen Taylor holds a 1992 - 1994 BA in Business Administration, Finance @ Birmingham Southern College. With a robust skill set that includes Investments, Retirement Planning, Strategic Financial Planning, Financial Advisory, Securities and more. Allen Taylor has 1 emails and 4 mobile phone numbers on RocketReach.
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