Sherry Taylor is a registered investment advisor, based in Orange, CA, with 19 years of industry experience.
Location
1045 Katella Ave., Suite 220, Orange, CA, 92867
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
Sherry provides resources for clients, working through general agencies to provide insurance products, including term, UL, variable, fixed, indexed, and long-term care. She also provides wealth management, financial planning, and investment advisory services through The Ameriflex Group, taking nearly full-time hours.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Newcastle Financial Advisors
Girard Securities, INC.
Girard Securities, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations9 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.