Randy Taylor (CRD# 4393589) is an Investment Advisor Representative working at Avantax Advisory Services in Springfield, IL and has over 22 years of experience in the finance industry. Randy Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5991010
Private Advisor Group, LLC
CRD# 4361598
Horace Mann Investors, Inc.
CRD# 2402571
Equitable Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Springfield, IL | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Springfield, IL | Oct 2019 - Current | 4 |
| Avantax Insurance Services | Springfield, IL | Jan 2009 - Current | 15 |
| 1st Global Capital Corp. | Springfield, IL | Jan 2009 - Oct 2019 | 10 |
| 1st Global Advisors, Inc. | Springfield, IL | Jan 2009 - Oct 2019 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- IL
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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