Allen Taylor
Allen Taylor is a registered investment advisor at Integrity Alliance, LLC, based in Birmingham, AL, with 30 years of industry experience. Allen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 10,885 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.50% |
Schedule reflects base Select Program fees. Total fees can include additional advisor fees, platform fees, and third-party manager costs up to 2.80% annually. Fees are negotiable.
Fee Estimator
Location
2100 Riverchase Cente Suite 408, Birmingham, AL, 35244
Get directionsHistory
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
Allen is a licensed insurance agent since 1996, dedicating minimal time to selling insurance products. He also serves as a managing partner for Wealth Strategies LLC, a DBA for his practice, and is involved in aircraft ownership through Helicopter One LLC and Weagle Aviation, LLC.
Employment History
Current Registrations
Integrity Alliance, LLC.Broker
Csenge Advisory Group, LLC
Previous Registrations
Lion Street Financial, LLCBroker
Csenge Advisory Group, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Ifg Network Securities, INC.Broker
Royal Alliance Associates, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jeffrey Mccormack, CFPSavant Wealth Management
- William Raymon, CFPBenjamin F. Edwards & Company, Incorporated
- Shannon Pike, CFPKassouf Wealth Advisors, LLC
- Billy Rayburn, ChFCNorthwestern Mutual Investment Services,llc
- Darren Hinshaw, CFALanark Financial, INC.
- Robert Russell, CFPSagespring Wealth Partners