AT
Allen R. Taylor
CSENGE ADVISORY GROUP
Birmingham, AL 35244
Some features on this profile are disabled
CRD#: 2707551
AT
Allen Ray TaylorCSENGE ADVISORY GROUP
Professional summary
Allen Ray Taylor, AIF®, who also goes by Allen R Taylor, is a registered financial advisor currently at CSENGE ADVISORY GROUP, LLC located in Birmingham, Alabama and INTEGRITY ALLIANCE, LLC. located in Birmingham, Alabama.
Allen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Allen has worked at 8 firms and has passed the Series 66, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Aliases
Allen R Taylor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE - ALLEN TAYLOR POSITION: Insurance agent NATURE: Insurance Agent INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/19/1996 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, Suite 408, Birmingham AL 35244 DESCRIPTION: Life licensing for sales of insurance products. 2) TEACHING AU; NO; 2100 RIVERCHASE CENTER SUITE 408, BIRMINGHAM AL 35244; NON-COMPENSATION TEACHER; 08/1999; 2; 0; TEACHES A FINANCE CLASS AT AUBURN UNIVERSITY THROUGH COMMUNITY OUTREACH, NON-COMPENSATION USING AMERICAN COLLEGE TEXT. 3) HOA OFFICER; POSITION: PRESIDENT; NATURE: HOME OWNERS ASSOCIATION FOR THE NEIGHBORHOOD IN WHICH I RESIDE, SERVE AS PRESIDENT OF THE OWNERS BOARD; INVESTMENT RELATED: NO; NUMBER OF HOURS: 3; INVESTMENT RELATED HOURS: 0; START DATE: 04/02/2014; ADDRESS: 1386 LAKE TRACE LN, HOOVER AL 35244; DESCRIPTION: DIRECT OTHER MEMBERS OF THE BOARD AND COMMUNICATE WITH THE MANAGEMENT ASSOCIATION ON NEIGHBORHOOD SPECIFIC TOPICS. 4)WEALTH STRATEGIES LLC POSITION: Managing Partner - Wealth Strategies established for planning and advisory business and operate soley under the firm name Wealth Strategies generates no income, conducts no trading, but is the location in which I and other advisors operate our place of business. NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 02/02/2002 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, suite 408, Birmingham AL 35244 DESCRIPTION: DBA for practice, non-revenue generating. 5) HELICOPTER ONE LLC POSITION: Owner NATURE: LLC owned with me as sole member for the purpose of owning aircraft. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1386 Lake trace Ln, Hoover AL 35244-3963 DESCRIPTION: No job duties, LLC for ownership of aircraft used for personal and business travel 6) WEAGLE AVIATION, LLC POSITION: Owner NATURE: Part owner of LLC associated with aircraft ownership. Helicopter One, LLC (owned solely by me) is 50% member of Weagle Aviation, LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2022 ADDRESS: 1050 Fairfield Ln, Birmingham AL 35242 INFO: LLC for ownership of an aircraft. no specific duties. 7) HUNTER STREET BAPTIST CHURCH POSITION: Volunteer NATURE: Serve on Finance Committee for Church operations. No income received and no access to Church assets/finances. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2020 ADDRESS: John Hawkins Parkway, Hoover AL 35244 INFO: Finance Committee consisting of 6-8 members, all volunteer in nature to lead, guide & direct the staff on financial issues and budget management for local church. No access to Church funds, no check writing & no compensation 8)CSENGE ADVISORY SERVICES POSITION: IAR NATURE: DBA for advisory, RIA, business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 04/01/2020 ADDRESS: 2100 RIVERCHASE CTR STE 408, 2100 Riverchase Center, Suite 408, Suite 408, Birmingham AL 35244 INFO: ORIA services 9.DOODLE BOP PROPERTIES, LLC POSITION: Owner NATURE: LLC to hold a piece of real estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2025 ADDRESS: 1386 Lake Trace Ln, Hoover AL 35244 INFO: LLC for liability protection of a condo owned, no job duties outside of normal real estate ownership 10.COVENANT WEALTH PARTNERS, LLC POSITION: President NATURE: DBA for Investment Advisory and Financial Planning services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 01/23/2026 ADDRESS: One Professional Center, 2100 N. Main St, Suite 202, Crown Point IN 46307 DESCRIPTION: DBA for partner practice, servicing clients with financial planning and asset management services.
CRS (Client Relationship Summary) - RIA
Click below to view Allen Ray Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
May 1, 2020 - Present
CSENGE ADVISORY GROUP, LLC
Office #1: 2100 Riverchase Cente Suite 408, Birmingham, AL 35244RIA
CRD#: 131167
Birmingham, AL
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 2100 Riverchase Center Ste 408, Birmingham, AL 35244Office #2: 4902 Ihles Rd Ste C, Lake Charles, LA 70605RIA
BD
CRD#: 139627
BIRMINGHAM, AL
Past
April 30, 2020 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
BIRMINGHAM, AL
Past
April 15, 2020 - April 30, 2020
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
Birmingham, AL
Past
February 20, 2002 - May 5, 2020
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
BIRMINGHAM, AL
Past
February 20, 2002 - May 5, 2020
FSC SECURITIES CORPORATION
BD
CRD#: 7461
BIRMINGHAM, AL
Past
February 9, 2000 - February 20, 2002
IFG NETWORK SECURITIES, INC.
BD
CRD#: 19948
ATLANTA, GA
Past
September 1, 1999 - February 14, 2000
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
April 26, 1996 - August 19, 1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 26, 1996 - August 19, 1999
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | GOLDLAKE CAPITAL PARTNERS | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Alabama(5/5/2020)
RR
Alabama(11/3/2025)
RR
California(11/3/2025)
RR
Florida(11/4/2025)
IAR
Florida(3/23/2026)
RR
Georgia(11/3/2025)
IAR
Georgia(3/10/2026)
RR
Louisiana(11/3/2025)
IAR
Louisiana(3/9/2026)
RR
Maryland(11/3/2025)
RR
Massachusetts(11/3/2025)
RR
Mississippi(11/3/2025)
IAR
Mississippi(3/13/2026)
RR
New York(11/12/2025)
RR
North Carolina(11/3/2025)
IAR
North Carolina(3/11/2026)
RR
Ohio(11/3/2025)
RR
Oklahoma(11/3/2025)
RR
Pennsylvania(11/3/2025)
RR
Tennessee(11/3/2025)
RR
Texas(11/3/2025)
IAR
Texas(3/10/2026)
RR
Utah(11/3/2025)
RR
Virginia(11/3/2025)
RR
Washington(11/3/2025)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Passed: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 4/25/1996
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CSENGE ADVISORY GROUP, LLC
ACUMEN3 | WEBB FINANCIAL CONSULTANTS | WEALTH TRANSFER CONSULTANTS | WEALTH STRATEGIES | WAYFINDER WEALTH | WAKEFIELD VENTURE GROUP | VERITY FINANCIAL | SAPERS & WALLACK | RADIAN PARTNERS | POLARIS WEALTH MANAGEMENT | POLARIS ADVICE | PENNJERDEL INSURANCE CONSULTANTS, INC. | PARK SQUARE FINANCIAL GROUP, LLC | PARESHAH PARTNERS LLC | PARAGON PARTNERS, LLC | PARAGON PARTNERS | NAVITAS WEALTH ADVISORS | MORRISON WEALTH ADVISORS | MAIN LINE FINANCIAL ADVISORS | JK JONES FINANCIAL | J. ROBERTS CAPITAL, INC. | INVESTMENT PLANNING & MANAGEMENT | IMPACT WEALTH ADVISORS | HOSTETLER FINANCIAL, LLC | HIGHRIDGE ADVISORY | HESS-SEGAL | GOLDLAKE CAPITAL PARTNERS | FINANCIAL SUCCESS STRATEGIES, LLC | FIDELIS FINANCIAL STRATEGIES | ELEY-GRAHAM-AUSTGEN | DRAPER FINANCIAL GROUP | DESTINY FINANCIAL GROUP | DECIMA WEALTH CONSULTING | DALAL CAPITAL | CSENGE ADVISORY GROUP, LLC | CORLEY & KENT, LLC | CONNECT ADVISORY GROUP | COMPASS ADVISORY PARTNERS LLC | COLTER-DENNIS | CINDER WEALTH ADVISORS | CASSIDY & COMPANY | CANNON, CLARK HOLMAN & ASSOCIATES | ATHENIAN PRIVATE CLIENT GROUP
CRD#: 131167 / SEC#: 801-72792
RIA
Registered Investment Advisory firm - (10/13/2011 Approved)Florida
Registered Investment Advisory firm - (11/8/2011 Terminated)Texas
Registered Investment Advisory firm - (11/15/2007 Terminated)Loading...
Contact information
Main Address
4755 East Bay Drive, Clearwater, FL 33764
Mailing Address
Phone number
(727) 437-6000
Established
Firm type
Fiscal year end
# of Employees
74
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 14,361 |
| AUM (Assets Under Management) | $ 3,169,721,491 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
