ALLEN RAY TAYLOR
Pilots at Lk Trce Ln, Birmingham, AL
License number
Alabama A3999824
Issued Date
Apr 2015
Expiration Date
Apr 2017
Category
Airmen
Type
Authorized Aircraft Instructor
Address
Address
1386 Lake Trace Ln, Birmingham, AL 35244
Professional information
Founder/ Managing Partner At Wealth Strategies Llc
Position:
Managing Partner at Wealth Strategies, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work:
Wealth Strategies, LLC
since Feb 2002
-
Managing Partner
IFG Securities
May 1998 - Feb 2002
-
Partner/Portfolio Director/Registered Representative
Lincoln Financial Advisors
Jan 1996 - May 1998
-
Registered Representative
BBVA Compass
Aug 1986 - Jan 1996
-
Operations Manger, Deposit and Loan Ops
Education:
Birmingham Southern College 1992 - 1994
BA, Business Administration, Finance Auburn University 1983 - 1986
University of North Alabama 1981 - 1983
BA, Business Administration, Finance Auburn University 1983 - 1986
University of North Alabama 1981 - 1983
Skills:
Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management, Asset Managment, Asset Allocation, Mutual Funds, Customer Service, Management, Investment Strategies, Securities, Banking, Asset Management, Wealth, Wealth Management Services, Leadership, Wealth Management, Financial Analysis, Project Planning, Strategic Planning, Financial Services, Loans, Investment Advisory, Analysis
Interests:
Flying (ASEL, AMEL), golf, music (play French horn in orchestra), investing, Church mission work, my daughters, photograpy, college football....War Eagle!
Honor & Awards:
America's Top 50 Planners, Paladin Registry Spring 2009. Featured in Business Week, Spring 2009 for portfolio and investment strategies.
Founder/ Managing Partner At Wealth Strategies Llc
Position:
Managing Partner at Wealth Strategies, LLC
Location:
Birmingham, Alabama Area
Industry:
Financial Services
Work:
Wealth Strategies, LLC
since Feb 2002
-
Managing Partner
IFG Securities
May 1998 - Feb 2002
-
Partner/Portfolio Director/Registered Representative
Lincoln Financial Advisors
Jan 1996 - May 1998
-
Registered Representative
BBVA Compass
Aug 1986 - Jan 1996
-
Operations Manger, Deposit and Loan Ops
Education:
Birmingham Southern College 1992 - 1994
BA, Business Administration, Finance Auburn University 1983 - 1986
University of North Alabama 1981 - 1983
BA, Business Administration, Finance Auburn University 1983 - 1986
University of North Alabama 1981 - 1983
Skills:
Investments, Retirement Planning, Strategic Financial Planning, Portfolio Management, Asset Managment, Asset Allocation, Mutual Funds, Customer Service, Management, Investment Strategies, Securities, Banking, Asset Management, Wealth, Wealth Management Services, Leadership, Wealth Management, Financial Analysis, Project Planning, Strategic Planning, Financial Services, Loans, Investment Advisory, Analysis, Small Business, Tax, Series 65, Business Planning, Start-ups, Finance, Financial Advisory, Series 24, Risk Management, Series 63, Fixed Annuities, Disability Insurance, Investment Management, Long-term Care, Employee Benefits, Life Insurance, Insurance
Interests:
Flying (ASEL, AMEL), golf, music (play French horn in orchestra), investing, Church mission work, my daughters, photograpy, college football....War Eagle!
Honor & Awards:
America's Top 50 Planners, Paladin Registry Spring 2009. Featured in Business Week, Spring 2009 for portfolio and investment strategies.
Wide Area Network Manager At Walker County Board Of Education
Position:
Wide Area Network Manager at Walker County Board of Education
Location:
Birmingham, Alabama Area
Industry:
Computer Networking
Work:
Walker County Board of Education
-
Wide Area Network Manager