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Allen Stuart Taylor

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

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Location

1045 Katella Ave., Suite 220, Orange, CA, 92867

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Allen is an independent insurance producer licensed in California and Washington, focusing on life, health, and variable annuities, dedicating minimal time to this. He also provides wealth management, financial planning, and investment advisory services through The Ameriflex Group on a full-time basis and is a passive investor in the same company.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
August 2020 - September 2023 · 3 yrs 1 mo
Cetera Advisor Networks LLC
November 2017 - August 2020 · 2 yrs 9 mos
Cetera Advisor Networks LLCBroker
November 2017 - August 2020 · 2 yrs 9 mos
Newcastle Financial Advisors
January 2017 - November 2020 · 3 yrs 10 mos
Girard Securities, INC.
February 2013 - November 2017 · 4 yrs 9 mos
Girard Securities, INC.Broker
November 2012 - November 2017 · 5 yrs
Waddell & Reed, INC.
February 2007 - November 2012 · 5 yrs 9 mos
Waddell & Reed, INC.Broker
December 2006 - November 2012 · 5 yrs 11 mos
State Registrations9 states
AZCAFLIDNCNVORTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.