Carmen TaylorCRD Number: 1373616
Current Firm: Securian Financial Services, Inc.
Carmen Taylor (CRD# 1373616) is an Investment Advisor Representative working at Securian Financial Services, Inc. in South Hill, VA and has over 32 years of experience in the finance industry.
Kristine A. Boelte & Associates, LLC
Securian Financial Services, Inc.
Infinex Investments, Inc.
|Select Brokers, LLC||Midlothian, VA||Aug 2006 - Current||11|
|Virginia Asset Management||Midlothian, VA||Oct 2004 - Current||13|
|Securian Financial Services, Inc.||Midlothian, VA||Dec 1986 - Current||31|
|Southwestern Life Ins Co||Richmond, VA||Aug 1984 - Current||33|
|Superior Mortgage/virgina Asset Management||Richmond, VA||Oct 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1985|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management6,627MILLIONS
Total Number of Accounts29,442ACCOUNTS
Average Account Value$225,095
- 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
- Pension consulting services
- 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