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Charlie Earl Taylor

Ameritas Investment Company, LLC

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About Charlie Earl Taylor

Charlie Earl Taylor is a financial advisor with over 20 years of experience in the industry. Charlie has been with Ameritas Investment Company, LLC since 2015. Previously, Charlie was a financial advisor with Allstate Financial Services, LLC for over 10 years, and before that, Charlie worked for ALFS, Inc. Charlie is a Registered Representative and holds the Series 7, 24, 52, 53 and 66 licenses. Charlie is also licensed in 28 states. Charlie has a proven track record of success in helping clients reach their financial goals.

Firm Information

Charlie Taylor is currently registered with Ameritas Investment Company, LLC. Ameritas Investment Company, LLC is a Limited Liability Company formed in April 1984. It is registered in all 50 states and the District of Columbia, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

297

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Charlie Taylor’s Registration & Firm History

NE

10/09/2015 - Present

Ameritas Investment Company, LLC (Lincoln NE)

NE

12/10/2004 - 08/04/2015

ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)

IL

06/24/2003 - 12/06/2004

ALFS, INC. (NORTHBROOK IL)

MN

04/08/2002 - 07/26/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/08/2002 - 07/26/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/01/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/03/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/03/2005

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 04/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charlie Earl Taylor.
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