Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Taylor is an investment advisor representative currently registered with Alphstar Capital Management, LLC. Paul has been in the industry since 1995 and has held previous positions with other firms including Capital Guardian, LLC, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., J.W. Cole Financial, Inc., and London Pacific Advisors. Paul has experience working with individuals, corporations, and other investment advisors. Paul has a long history in the industry and provides investment advice to clients across the country.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
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NC
05/02/2022 - Present
Alphastar Capital Management (CORNELIUS NC)
NC
03/27/2009 - 10/20/2010
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
NC
10/31/2005 - 11/01/2006
AIG FINANCIAL ADVISORS, INC. (HUNTERVILLE NC)
AZ
07/08/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
FL
05/06/2004 - 07/09/2004
J.W. COLE FINANCIAL, INC. (TAMPA FL)
AZ
06/22/2001 - 05/07/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/11/2000 - 09/29/2000
LONDON PACIFIC ADVISORS (SACRAMENTO CA)
TX
06/18/1999 - 11/01/1999
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
WI
03/31/1998 - 07/24/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
AZ
08/16/1996 - 04/08/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
11/03/1995 - 08/23/1996
WMA SECURITIES, INC. (DULUTH GA)
CA
11/03/1995 - 08/13/1996
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BOTH
Issued 05/16/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 03/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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