TE
Taylor A. England
CONSOLIDATED FINANCIAL
DUBLIN, OH 43017
Some features on this profile are disabled
CRD#: 8004066
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Professional summary
Taylor Anne England, who also goes by Taylor England, is a registered financial advisor currently at CONSOLIDATED FINANCIAL located in Dublin, Ohio.
Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Taylor has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Taylor England
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.Ohio Army National Guard, Not investment related, 2825 W Granville Rd, Columbus Ohio 43235, Military, title Staff Sargent, Part-time, Start date of relationship- 5/12/2024, approx 16 hours are devoted a month, 0 hours during trading, PT coordinator, IT and management of soldiers. 2. Beverage Marketing Group, LLC, Not investment related, 1468 Rockland Ave, Rocky River, OH, 44116, Marketing and Beverage Ambassador, part-time., start date of relationship 6/13/2024, approx 10-15 hours a month, 0 hours during trading, promotes beverages and passing out samples.
CRS (Client Relationship Summary) - RIA
Click below to view Taylor Anne England'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
February 3, 2025 - Present
CONSOLIDATED FINANCIAL
Office #1: 5850 Venture Drive Suite A, Dublin, OH 43017RIA
CRD#: 119695
DUBLIN, OH
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".
CF
CONSOLIDATED FINANCIAL
CONSOLIDATED FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD#: 119695 / SEC#: 801-112968
RIA
Registered Investment Advisory firm - (4/23/2018 Approved)Ohio
Registered Investment Advisory firm - (8/17/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2018 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.Highlighted states indicate IAR registrations
IAR
Ohio(2/3/2025)
Exams
Current Firm
CF
CONSOLIDATED FINANCIAL
CONSOLIDATED FINANCIAL | CONSOLIDATED FINANCIAL MANAGEMENT GROUP, LLC
CRD#: 119695 / SEC#: 801-112968
RIA
Registered Investment Advisory firm - (4/23/2018 Approved)Ohio
Registered Investment Advisory firm - (8/17/2018 Terminated)Texas
Registered Investment Advisory firm - (5/4/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5850 Venture Drive Suite A, Dublin, OH 43017
Mailing Address
Phone number
(614) 932-0000
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,467 |
| AUM (Assets Under Management) | $ 516,040,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
