Charles Francis Taylor is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2026-04-13 | present | Yes |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 2023-12-22 | 2024-09-30 | — |
| LPL FINANCIAL LLC | 2023-12-07 | 2026-04-10 | — |
| MML INVESTORS SERVICES, LLC | 2022-07-25 | 2023-11-30 | — |
| J.P. MORGAN SECURITIES LLC | 2018-12-20 | 2022-07-12 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-09-15 | 2018-12-24 | — |
| J.P. MORGAN SECURITIES LLC | 2013-04-01 | 2017-09-27 | — |