Kristen Taylor is a CFP-designated registered investment advisor, based in West Chester, PA, with 13 years of industry experience.
Location
535 N Church St., Ste. 302, West Chester, PA, 19380
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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
Kristen is an insurance agent since 2013, spending about 10-20% of her time on this. She also owns SLA Financial LLC, works as an IAR under the DBA SLA Financial, teaches, and works as an advisory rep of an RIA, CIRA, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.Broker
State Registrations20 states
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