AT
AT

Allen Ray Taylor

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
Loading...

Location

2100 Riverchase Cente Suite 408, Birmingham, AL, 35244

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Allen is a licensed insurance agent since 1996, dedicating minimal time to selling insurance products. He also serves as a managing partner for Wealth Strategies LLC, a DBA for his practice, and is involved in aircraft ownership through Helicopter One LLC and Weagle Aviation, LLC.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
May 2020 - Present · 5 yrs 9 mos
Previous Registrations
Lion Street Financial, LLCBroker
April 2020 - November 2025 · 5 yrs 7 mos
Csenge Advisory Group, LLC
April 2020 - April 2020 · 0 mos
Fsc Securities CorporationBroker
February 2002 - May 2020 · 18 yrs 3 mos
Fsc Securities Corporation
February 2002 - May 2020 · 18 yrs 3 mos
Ifg Network Securities, INC.Broker
February 2000 - February 2002 · 2 yrs
Royal Alliance Associates, INC.Broker
September 1999 - February 2000 · 5 mos
Lincoln Financial Advisors CorporationBroker
April 1996 - August 1999 · 3 yrs 4 mos
The Lincoln National Life Insurance CompanyBroker
April 1996 - August 1999 · 3 yrs 4 mos
State Registrations18 states
ALCAFLGALAMAMDMSNCNYOHOKPATNTXUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.