Carmen Gallion Taylor

Current Employers

Employment History

• 08/1984 → 12/2020
  Southwestern Life Ins Co
  Richmond, VA
• 12/1986 → 08/2023
  Securian Financial Services, Inc.
  Midlothian, VA
• 08/2006 → Present
  Select Brokers, Llc
  Midlothian, VA
• 10/2004 → Present
  Virginia Asset Management
  Midlothian, VA
• 08/2023 → Present
  Cetera Wealth Services, Llc
  South Hill, VA
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-12-02 → 2023-08-10
  Securian Financial Services, Inc.
  South Hill, VA
  South Hill, VA
  St. Paul, MN
• 1999-07-30 → 2002-12-02
  Investment Advisory Group, Inc.
  Richmond, VA

Other Businesses

1. SELECT BROKERS LLC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/01/2006 ADDRESS: , Midlothian VA , United States DESCRIPTION: Agent/Broker 2. GALLION-ELDER AGENCY INC POSITION: Agent/Broker NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2012 ADDRESS: 1703 Main Street, Victoria VA 23974, United States DESCRIPTION: Property & casualty insurance agency - keeps the business name only to hold the real estate from her family's former agency 3. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2012 ADDRESS: 623 N Mecklenburg Ave, South Hill VA 23970, United States DESCRIPTION: Rental house 4. PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2013 ADDRESS: 1723 5th Street, South Hill VA 23970, United States DESCRIPTION: Rental house; 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 08/1984 APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 2, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT , BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE 6. NAME OF OTHER BUSINESS: VIRGINIA ASSET MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2004 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-07
• S63 Uniform Securities Agent State Law Examination
  1985-10-04

Designations

Other Names

• Carmen Marie Gallion