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Colin Frank Taylor

Almega Wealth Management

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About Colin Frank Taylor

Colin Taylor Frank is an investment advisor representative with Almega Wealth Management. Colin has been in the industry since 2014. Colin is registered with the state of North Carolina. Colin has experience in financial planning, educational seminars, and portfolio management. Colin is also specialized in portfolio management for individuals and businesses.

Firm Information

Colin Taylor is currently registered with Almega Wealth Management. Almega Wealth Management is an independent wealth management firm dedicated to providing personalized financial planning and investment management services to individuals and families. With over $59 million in assets under management, we are committed to helping our clients achieve their financial goals through a comprehensive and customized approach. Our team of experienced professionals offers a range of services including financial planning, portfolio management, and educational seminars. We strive to build long-lasting relationships with our clients, ensuring their financial security and peace of mind.

$59.09M

Assets Under Management

180

Total Clients

3

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Educational seminars

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Colin Taylor’s Registration & Firm History

AZ

06/13/2024 - Present

Almega Wealth Management (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 12/13/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colin Frank Taylor.
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