Debra Helen Taylor

Current Employers

Employment History

• 03/2007 → 01/2017
  Lpl Financial Llc
  Franklin Lakes, NJ
• 06/2015 → Present
  Cwm, Llc
  Omaha, NE
• 01/2017 → 08/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 04/2017 → Present
  Taylor Bookkeeping And Administrative Services, Llc
  Franklin Lakes, NJ
• 06/2015 → 01/2025
  Taylor Financial Group
  Franklin Lakes, NY
• 01/2025 → Present
  Carson Wealth
  Franklin Lakes, NY

Previous Registrations

• 2011-07-07 → 2015-06-12
  Private Advisor Group, Llc
  Franklin Lakes, NJ
  Morristown, NJ
• 2007-03-01 → 2013-03-27
  Lpl Financial Llc
  Franklin Lakes, NJ
  Fort Mill, SC
  Franklin Lakes, NJ
• 2002-07-02 → 2007-03-20
  Avantax Advisory Services
  Franklin Lakes, NJ

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES TITLE: INSURANCE AGENT DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE NAME OF OTHER BUSINESS: HORSESMOUTH - ONLINE JOURNAL INVESTMENT RELATED: YES NATURE OF BUSINESS: ONLINE PUBLICATION FOR FINANCIAL ADVISORS; A BOOK WAS PUBLISHED IN 2016 THAT WAS A COMPILATION OF THESE ARTICLES. START DATE: 06/07/2007 TITLE: Director of Practice Management APX NUMBER OF HOURS PER MONTH: 0 PERCENTAGE OF HOURS DURING TRADING HOURS: 1 DUTIES: writer, contributor, speaker, presenter - Online Industry Publication NAME OF OTHER BUSINESS: SPEAKING ENGAGEMENTS; INVESTMENT RELATED: YES; NATURE OF BUSINESS: SPEAKING ENGAGEMENTS, WORKSHOPS, ONE ON ONE COACHING AND RELATED SERVICES FOR FIRMS IN THE FINANCIAL INDUSTRY; START DATE: 01/2023; TITLE: SPEAKER/EXPERT; APX NUMBER OF HOURS PER WEEK: 0-5; APX NUMBER OF HOURS DURING TRADING HOURS: 0-5; DUTIES: SPEAKING TO THE PUBLIC ON TAXES, ESTATE PLANNING, WEALTH TRANSFER AND PORTFOLIOS/WEALTH; NAME OF OTHER BUSINESS: TAYLOR BOOKKEEPING AND ADMINISTRATIVE SERVICES, LLC; INVESTMENT RELATED: YES; NATURE OF BUSINESS: TAX PREPARATION, BOOKKEEPING AND ADMINISTRATIVE SERVICES; START DATE: 04/2017; TITLE: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; DUTIES: TAX PREPARATION, BOOKKEEPING AND ADMINISTRATIVE SERVICES; NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO NATURE OF BUSINESS: REAL ESTATE REFERRALS START DATE: 4/2018 TITLE: CO-BROKER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS: VARIES DUTIES: CO-BROKER RESIDENTIAL REAL ESTATE TRANSACTIONS NAME OF OTHER BUSINESS: HOLISTIPLAN INVESTMENT RELATED: NO NATURE OF BUSINESS: TAX SOFTWARE START DATE: 1/2024 POSITION/TITLE/RELATIONSHIP: CONSULTANT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 DUTIES: SPEAKING, EDUCATION, WRITING, POSTING ON THEIR WEBSITE, EDUCATING OTHER ADVISORS ON THEIR TAX SOFTWARE. NAME OF BUSINESS: Pink Suite Enterprises, LLC NATURE: Speaking, seminars, coaching & writing START: 2/1/2024 POSITION: Owner APPX. HRS/MONTH: 20 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Conduct speaking engagements, seminars, coaching activities and write articles and other materials for firms including but not limited to Horsesmouth, Holistiplan, and Thrivent. NAME OF BUSINESS: Home Owners Association - Judiciary Committee NATURE: Home Owners Association START: 2/21/2024 POSITION: Volunteer APPX. HRS/MONTH: 4 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Review business items of HOA and determine how best to engage with HOA attorney to have HOA attorney handle.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-01-28

Designations

Other Names

• Debra Helen Azarian
• Debra Helen Azarian
• Debra Helen Azarian-Taylor
• Debra Helen Taylor