Carmen Taylor
Carmen Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in South Hill, VA, with 40 years of industry experience. Carmen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
113 N Brunswick Ave, South Hill, VA, 23970
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carmen is an agent/broker for Select Brokers LLC, selling fixed insurance, and an agent/broker for Gallion-Elder Agency Inc, holding real estate from her family's former property and casualty insurance agency. Carmen also owns multiple rental properties and sells life, health, disability, fixed annuities, and long-term care insurance with various companies, dedicating a few hours per week to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Investment Advisory Group, INC.
Securian Financial Services, INC.Broker
Philadelphia Life Asset Planning CompanyBroker
Southwestern Management & Research CorporationBroker
State Registrations8 states
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