Allen Stuart Taylor

Employer firm

The Ameriflex Group CRD 305585

$9.66B regulatory AUM 486 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2007 → Present
  Various Insurance Carriers For W&R Insurance Agencies
  Orange, CA
• 09/2008 → Present
  Allen S. Taylor
  Orange, CA
• 04/2005 → Present
  Allen Taylor
  Orange, CA
• 11/2012 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 11/2017 → 08/2020
  Cetera Advisor Networks Llc
  El Segundo, CA
• 02/2015 → Present
  Newcastle Financial Advisors
  Fullerton, CA
• 08/2020 → 09/2023
  Sagepoint Financial, Inc.
  Orange, CA
• 08/2020 → Present
  The Ameriflex Group, Inc.
  Orange, CA
• 09/2023 → 06/2025
  Osaic Wealth, Inc.
  Orange, CA
• 06/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2017-01-21 → 2020-11-28
  Newcastle Financial Advisors
  Orange, CA
  Fullerton, CA
• 2017-11-01 → 2020-08-13
  Cetera Wealth Services, Llc
  Orange, CA
  Fullerton, CA
• 2013-02-20 → 2017-11-01
  Girard Securities, Inc.
  Orange, CA
  Fullerton, CA
• 2007-02-08 → 2012-11-20
  Waddell & Reed
  Irvine, CA

Other Businesses

1. ALLEN TAYLOR, SOLE PROPRIETOR, 1045 W Katella Ave,, Suite 220, Orange CA 92867, United States, 02/2006, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, NIR, 2 HR/MO - 2 HR/MO TRADING. 2. THE AMERIFLEX GROUP, 8475 W. Sunset Rd. #101, Las Vegas NV 89113, United States, 08/2020, IAR, NIR, 170 HR/MO - 100 HR/MO TRADING. 3. NEWCASTLE FINANCIAL ADVISORS, 1045 W Katella Ave, Suite 220, Orange CA 92867, United States, 02/2015, OWNER, DBA NAME, NIR, 160 HR/MO - 80 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2007-02-07

Other Names

• Allen Michael Taylor
• Allen Taylor