Christian TaylorCRD Number: 5462381
Current Firm: Next Financial Group, Inc.
Christian Taylor (CRD# 5462381) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 9 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Next Financial Group, Inc.||Houston, TX||Mar 2011 - Current||5|
|The Gms Group, LLC||Houston, TX||Aug 2009 - Mar 2011||1|
|Unemployed||Dallas, TX||Feb 2009 - Aug 2009||< 1|
|Texlark Securities||Plano, TX||Sep 2008 - Feb 2009||< 1|
|Various Insurance Carriers For W & R Insurance Agencies||Dallas, TX||Jun 2008 - Aug 2008||< 1|
|Waddell & Reed, Inc.||Arlington, TX||Apr 2008 - Aug 2008||< 1|
|Wgs||Dallas, TX||Jan 2008 - Apr 2008||< 1|
|Wfg||Dallas, TX||Nov 2007 - Apr 2008||< 1|
|Day Trading||Dallas, TX||Aug 2005 - Apr 2008||2|
|Sd $ A||Dallas, TX||Feb 2007 - Dec 2007||< 1|
|Orbit Drop||Houston, TX||Sep 2004 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management1,564MILLIONS
Total Number of Accounts8,116ACCOUNTS
Average Account Value$192,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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