Justin Michael Taylor
CFP®Professional Summary
Justin Michael Taylor, CFP®, who also goes by Justin M Taylor, is a registered financial advisor currently at CHARTER WEALTH MANAGEMENT located in Daphne, Alabama. Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Justin M Taylor
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
CHARTER WEALTH MANAGEMENT | PLUNKETT WEALTH MANAGEMENT, INC. | PLUNKETT WEALTH MANAGEMENT | CHARTER WEALTH MANAGEMENT, INC.
Contact Information
Main Address
8601 Six Forks Road Suite 400, Raleigh, NC 27615Phone Number
(919) 729-2100# of Employees
4SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
232AUM (Assets Under Management)
$195,612,950Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
CHARTER WEALTH MANAGEMENT | PLUNKETT WEALTH MANAGEMENT, INC. | PLUNKETT WEALTH MANAGEMENT | CHARTER WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(5/3/2016)
(5/1/2015)
(4/16/2015)
(3/20/2015)
(3/20/2015)
(3/26/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Justin Michael Taylor's CRS (Customer Relationship Summary).
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