LT
Linda M. Taylor
CETERA INVESTMENT ADVISERS LLC
ALTAMONTE SPRINGS, FL 32714
Some features on this profile are disabled
CRD#: 5290675
LT
Professional summary
Linda Mccormick Taylor, who also goes by Linda Susan Horner, Linda Horner Ms., Linda Mccormick, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Altamonte Springs, Florida and CETERA FINANCIAL SPECIALISTS LLC located in Altamonte Springs, Florida.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Linda has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Susan Horner | Linda Horner Ms. | Linda Mccormick
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) CAMBRIDGE PLANNING GROUP; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 40 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL SERVICES 2) CAMBRIDGE PLANNING GROUP DBA CPG HEALTH; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 2 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE HEALTH, INDEMNITY, AND PREVENTATIVE CARE INSURANCE 3) CAMBRIDGE PLANNING GROUP DBA CPG ADVISORS; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 24 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE INVESTMENT PLANNING AND ASSET MANAGEMENT 4) CAMBRIDGE PLANNING GROUP DBA CPG FINANCIAL SERVICES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 15 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE FINANCIAL AND LONG-TERM CARE PLANNING 5) HEALTH INSURANCE SALES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; START 2/2015; INSURANCE AGENT; SELLS HEALTH INSURANCE 6) NAME OF OTHER BUSINESS: R TAYLOR HANDYMAN ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: HANDYMAN SERVICES ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: ADMIN APX NUMBER OF HOURS PER WEEK: 2-4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2-4 ; BRIEF DESCRIPTION OF DUTIES: ASSISTANCE WITH ADMINISTRATIVE TASKS FOR SPOUSES FULL-TIME BUSINESS ON AN AS-NEEDED BASIS ; 7) VSP VISION CARE, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, VISION CARE INSURANCE, STARTED -2/2020, POSITION/TITLE/RELATIONSHIP: AGENT, APX 1 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SALES OF VISION CARE PLANS.FOR INDIVIDUALS
CRS (Client Relationship Summary) - RIA
Click below to view Linda Mccormick 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®
NoneExperience
Current
March 4, 2015 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 715 Douglas Avenue, Altamonte Springs, FL 32714RIA
CRD#: 105644
ALTAMONTE SPRINGS, FL
Current
February 26, 2015 - Present
CETERA FINANCIAL SPECIALISTS LLC
Office #1: One Senior Place 715 Douglas Avenue, Altamonte Springs, FL 32714BD
CRD#: 10358
Altamonte Springs, FL
Past
November 25, 2013 - March 12, 2015
ALLSTATE FINANCIAL ADVISORS, LLC
RIA
CRD#: 109524
ALTAMONTE SPRINGS, FL
Past
November 7, 2013 - March 12, 2015
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
ALTAMONTE SPRINGS, FL
Past
June 5, 2008 - October 23, 2013
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
ALTAMONTE SPRING, FL
Past
June 4, 2008 - October 23, 2013
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
ALTAMONTE SPRING, FL
Past
September 13, 2007 - March 26, 2008
ATLANTIS WEALTH MANAGEMENT
RIA
CRD#: 142044
AJIJIC,
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
RR
Florida(2/26/2015)
IAR
Florida(3/4/2015)
RR
Tennessee(6/3/2022)
RR
West Virginia(11/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
