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James T
Series 63, Series 65
Peoria Heights, IL
Cetera
James Taylor is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and First Allied Securities. Since 2020, he has been associated with Cetera and its related entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients across wealth segments, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
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