Linda Taylor
Linda Taylor is a registered investment advisor at Cetera Investment Advisers LLC, based in Altamonte Springs, FL, with 18 years of industry experience. Linda 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
715 Douglas Avenue, Altamonte Springs, FL, 32714
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
Linda operates under several DBAs of Cambridge Planning Group, offering various financial planning services. She also sells health and vision insurance, and assists with administrative tasks for her spouse's handyman business on an as-needed basis.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Atlantis Wealth Management
State Registrations3 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.