Paul Taylor (CRD# 1562964) is an Investment Advisor Representative working at Alphastar Capital Management in Mooresville, NC and has over 28 years of experience in the finance industry.
CRD# 6172815
Edward Jones
CRD# 6266643
Primerica Advisors
CRD# 6582147
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alphstar Capital Management, LLC | Cornelius, NC | Jul 2021 - Current | 2 |
| Ihn1, LLC | Huntersville, NC | Dec 2011 - Current | 12 |
| Taylormade Custom Builders | Huntersville, NC | Jun 2001 - Current | 22 |
| Capital Advisory Group & Tax Planners Of Lake Norman | Mooresville, NC | Oct 1994 - Current | 29 |
| Advisory Alpha, LLC | Holland, MI | Jun 2019 - Jul 2021 | 2 |
| Retirement Wealth Advisors, Inc. | Jenison, MI | Jul 2014 - Jun 2019 | 4 |
| Formula Folio Investments, LLC | Jenison, MI | Jul 2014 - Jun 2019 | 4 |
| Capital Investment Advisors, Inc (158099) | Huntersville, NC | Jun 2011 - Sep 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1998 |
| S66 | NASAA Uniform Combined State Law Examination | May 2006 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management1,147MILLIONS
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Total Number of Accounts10,083ACCOUNTS
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Average Account Value$113,749
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