Allison Taylor (CRD# 5893744) is an Investment Advisor Representative working at Primerica Advisors in Lindale, TX and has over 13 years of experience in the finance industry.
CRD# 5847302
Edward Jones
CRD# 4197193
Raymond James Financial Services Advisors, Inc.
CRD# 1873198
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Decorah, IA | Mar 2011 - Current | 13 |
| Primerica Financial Services | Decorah, IA | Jun 2010 - Current | 13 |
| Terex | Waverly, IA | Mar 2016 - Jun 2019 | 3 |
| Hawkeye Community College | Waterloo, IA | Jun 2015 - Mar 2016 | < 1 |
| Kelly Services | Waterloo, IA | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
- IA
-
Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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