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Allen Taylor

Allen Taylor

Allen Taylor - President at Wealth Strategies, LLC
Albania Wealth Strategies, LLC
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Allen Taylor Work

Partner and Portfolio Director and Registered Representative
@ IFG Securities
Registered Representative
@ Osaic

Allen Taylor Education

  • 1992 - 1994 BA in Business Administration, Finance
    Birmingham Southern College
  • 1983 - 1986 Auburn University
  • 1981 - 1983 University of North Alabama
  • 1981 - 1983 University of North Alabama

Allen Taylor Skills

InvestmentsRetirement PlanningStrategic Financial PlanningFinancial AdvisorySecuritiesPortfolio ManagementAsset AllocationRetirementFinanceMutual FundsInvestment AdvisoryEstate PlanningBankingWealth ManagementStrategic PlanningFinancial ServicesRisk ManagementFixed AnnuitiesAsset ManagmentCustomer ServiceManagementInvestment StrategiesAsset ManagementWealth Management ServicesLeadershipBusiness PlanningSeries 63Employee BenefitsSeries 7WealthFinancial AnalysisProject PlanningLoansAnalysisSmall BusinessTaxSeries 65Start-upsSeries 24Disability InsuranceInvestment ManagementLong-term CareLife InsuranceInsuranceStart UpsLong Term Care

Allen Taylor Contact Information

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Allen Taylor currently works at Wealth Strategies, LLC.

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Allen Taylor is based in or around Birmingham, AL, US.

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