Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristian? Claim Your ProfileKristian Leigh Taylor is a financial advisor with over 20 years of experience in the industry. Kristian currently works at Allworth Financial, LP, where they have been a registered representative and investment advisor representative since April 2020. Previously, Kristian was a registered representative with SAGEPOINT FINANCIAL, INC. from October 2005 to April 2020. Kristian holds a Series 6, 7, 24, 52, 53, 63 and 65 licenses. Kristian is also a Certified Financial Planner (CFP). Kristian has experience providing financial planning, portfolio management, and investment advisory services to individual and institutional clients.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TX
04/01/2020 - Present
Allworth Financial, LP (Houston TX)
TX
10/31/2005 - 04/03/2020
SAGEPOINT FINANCIAL, INC. (HOUSTON TX)
AZ
05/17/2002 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AL
07/07/2001 - 11/06/2001
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
NJ
04/25/2000 - 09/06/2000
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2008
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 02/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kristian Taylor is the right advisor for you? Invested Better is here to help.
