Justin M. Taylor
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Michael Taylor's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
March 20, 2015 - Present
CHARTER WEALTH MANAGEMENT
February 3, 2011 - March 20, 2015
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
February 1, 2011 - March 20, 2015
SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP.
June 5, 2006 - February 2, 2011
WELLS FARGO CLEARING SERVICES, LLC
June 5, 2006 - February 2, 2011
WELLS FARGO CLEARING SERVICES, LLC
August 23, 2005 - May 26, 2006
WADDELL & REED
August 5, 2005 - May 26, 2006
WADDELL & REED
July 19, 2002 - February 4, 2003
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
CHARTER WEALTH MANAGEMENT
CRD#: 162299 / SEC#: 801-117854
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/3/2016)
(5/1/2015)
(4/16/2015)
(3/20/2015)
(3/20/2015)
(3/26/2015)
Exams
Current Firm
CHARTER WEALTH MANAGEMENT
CRD#: 162299 / SEC#: 801-117854
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 175,566,963 |
Red Flags
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