Randy Taylor
Randy Taylor is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, IL, with 24 years of industry experience. Randy 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
227 South Seventh Street, Springfield, IL, 62701
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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
Randy is a financial advisor at ESP Wealth Management, LLC, and owns/operates a farm. He also sells insurance products through Avantax Insurance Agency and equity indexed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Locust Street Securities, INC.Broker
State Registrations6 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.