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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Landon Taylor is an investment advisor representative at Stansberry Asset Management, LLC, located in Westlake, Texas. Charles has been in the industry for over 30 years. Charles has experience with a range of financial services, including investment company products, municipal securities, and general securities. Charles is also experienced in providing financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
08/29/2024 - Present
Stansberry Asset Management, LLC (WESTLAKE TX)
TX
05/03/2022 - 11/22/2023
PNC INVESTMENTS (Denton TX)
TX
04/03/2020 - 05/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLOWER MOUND TX)
TX
05/29/2018 - 04/09/2020
EDWARD JONES (FLOWER MOUND TX)
NY
09/05/2017 - 04/17/2018
FDX CAPITAL LLC (NEW YORK NY)
IL
07/23/2015 - 04/13/2017
HARBOR FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/06/2004 - 07/08/2015
SCHRODER FUND ADVISORS LLC (NEW YORK NY)
MA
11/12/2001 - 03/08/2004
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
ME
09/10/1999 - 07/06/2001
ICC DISTRIBUTORS, INC. (PORTLAND ME)
TX
01/28/1997 - 08/05/1999
SWS FINANCIAL SERVICES (DALLAS TX)
PA
07/26/1999 - 07/27/1999
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
TX
02/05/1994 - 01/10/1997
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
06/12/1992 - 01/20/1994
AMERICAN CAPITAL MARKETING, INC.
IA
Issued 04/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/1994
Series 4 - Registered Options Principal Examination
BC
Issued 02/25/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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