Allison Taylor, financial advisor Waterloo IA
93 score

Allison Taylor

CRD Number: 5893744
Current Firm: Primerica Advisors

Allison Taylor (CRD# 5893744) is an Investment Advisor Representative working at Primerica Advisors in Waterloo, IA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Terex Waverly, IA Mar 2016 - Current < 1
Pfs Investments Inc. Waterloo, IA Mar 2011 - Current 5
Primerica Financial Services Waterloo, IA Jun 2010 - Current 6
Hawkeye Community College Waterloo, IA Jun 2015 - Mar 2016 < 1
Kelly Services Waterloo, IA Jul 2012 - Aug 2014 2
Remedy Intelligent Staffing Waterloo, IA Feb 2012 - Jun 2012 < 1
City & National Employment Cedar Falls, IA Jul 2011 - Feb 2012 < 1
Labor Ready Waterloo, IA May 2011 - Jul 2011 < 1
Kelly Services Waterloo, IA May 2011 - Jul 2011 < 1
Sedona Staffing Cedar Falls, IA May 2011 - Jul 2011 < 1
University Of Northern Iowa Cedar Falls, IA Aug 2005 - May 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Allison Taylor
Phone Number: 800-544-5445
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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