Supreme Alliance
47yrs
Top advisor by experience in Charlotte
26yrs
Based in Charlotte, North Carolina, Keith Taylor is a fiduciary financial advisor with 26 years of industry experience. Keith has been with Park Avenue Securities since 2004; before that, Keith spent four years at C.P. Advisory Services. Keith holds the ChFC designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 17% by experience in Charlotte
Office6115 Park South Drive Suite 200, Charlotte, NC 28210
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state
Services through Park Avenue Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2004 – nowPark Avenue Securities LLCCurrent firm
- 2000 – 2004C.P. Advisory ServicesPreviously
Contact Keith
6115 Park South Drive Suite 200Charlotte, NC 28210Office · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NY
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Park Avenue Securities at (888) 600-4667 and ask for Keith Taylor. Keith works from the Charlotte, NC office.
How long has Keith been a financial advisor?
Keith has been in the industry since 2000, about 26 years. Top 17% by experience in Charlotte.
What licenses does Keith hold?
Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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