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Christina Taylor

16 Years of Experience
Independence, OH
2 DisclosuresBroker

Christina Taylor is a registered investment advisor at Ameriprise Financial Services, LLC, based in Independence, OH, with 16 years of industry experience. Christina 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 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12908 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6060 Rockside Woods Blvd N, Ste 141, Independence, OH, 44131

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2019
Judgment / Lien
January 2006
Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
January 2024 - Present · 2 yrs 9 mos
Ameriprise Financial Services, LLC
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Golden Reserve RIA, LLC
February 2021 - November 2022 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - October 2019 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - October 2019 · 10 yrs 7 mos
State Registrations1 state
OH
Advisor

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.
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