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Owen Taylor
17 Years of Experience
Camden, ME
1 DisclosureBroker
Owen Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in Camden, ME, with 17 years of industry experience. Owen 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
44 Elm Street, Camden, ME, 04843
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Regulatory History (1)
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Regulatory
September 2010Final
Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2026 - Present · 2 mos
Cetera Investment Services LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - January 2019 · 6 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - January 2019 · 6 yrs 10 mos
AXA Advisors, LLC
April 2009 - January 2012 · 2 yrs 9 mos
AXA Advisors, LLCBroker
March 2001 - January 2012 · 10 yrs 10 mos
American Express Financial Advisors INC.Broker
February 2001 - February 2001 · 0 mos
Ids Life Insurance CompanyBroker
February 2001 - February 2001 · 0 mos
State Registrations1 state
ME
AdvisorBrokerBoth
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
No exam information available for this advisor.