Michael Taylor has been an investment adviser representative at Wealth Teams Alliance since November 2018, and is not listed among the firm’s executive officers or direct owners. Michael Taylor holds a BA degree in Christian Education, Emphasis in Business Administration from Oral Roberts University.
Wealth Teams Alliance Inc. is an Irvine, CA firm with $224M under management, 812 clients and 12 advisers across 8 offices, as of its September 2026 filing.
Michael Taylor is Wealth Coach of Wealth Teams Alliance, based in Irvine, California. He has more than 37 years of experience in the financial services industry and was formerly VP Sales for MG Trust, a subsidiary of Matrix Financial Solutions. He now works with churches, faith-based organizations, and other plan sponsors through Retirement Plan Consultants, LLC, covering sales and delivery of retirement plans like Guardian Promise.
Michael Taylor’s longest registration is the current one, 7 years at Wealth Teams Alliance since 2018. Before joining Wealth Teams Alliance in 2018, Michael Taylor was registered through Vestory, LLC and Elliott Cove Capital Management.
- Wealth Teams AllianceCurrent– present · 7 yearsCorbett, OR · Adviser representative · Firm CRD 168907
- Vestory, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 151858
- Elliott Cove Capital Management– · under a yearSeattle, WA · Adviser representative · Firm CRD 123636
- Vestory, LLC– · 3 yearsBellevue, WA · Adviser representative · Firm CRD 151858
- Wealth Management LLC– · 5 yearsNorfolk, NE · Adviser representative · Firm CRD 137080
- CCM Partners– · under a yearCorbett, OR · Adviser representative · Firm CRD 104720
- TLG Advisors, Inc.– · under a yearCorbett, OR · Adviser representative · Firm CRD 111052
- Portfolio Strategies Inc– · 4 yearsPortland, OR · Adviser representative · Firm CRD 104685
Professional designations
Listed by Wealth Teams Alliance
- CPFA
Investment adviser representative registrations
Michael Taylor is registered as an investment adviser representative in Oregon, since December 2024.
- OregonSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 December 2003 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 14 April 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 1984 |
| Series 22 | Direct Participation Programs Representative Examination | 20 October 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 March 1982 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Dean Taylor
- CRD
- 1018877
- Firm
- Wealth Teams Alliance · CRD 168907
- Office
- Corbett, OR
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealth-teams.com
Where does Michael Taylor work?
Michael Taylor is an investment adviser representative registered through Wealth Teams Alliance Inc. since November 2018, and is not listed among the firm’s executive officers or direct owners.
Is Michael Taylor a financial advisor?
Yes. Michael Taylor has a current investment-adviser registration in Oregon, through Wealth Teams Alliance since November 2018.
How many years of experience does Michael Taylor have?
Michael Taylor has 18 years in the financial industry, since February 2008, across 7 adviser firms.
What exams has Michael Taylor passed?
Michael Taylor has passed 5 licensing exams: the Series 6, Series 22, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in March 1982.
Where did Michael Taylor work before Wealth Teams Alliance?
Before Wealth Teams Alliance, Michael Taylor was registered through Vestory, LLC, October 2015 to July 2016; Elliott Cove Capital Management, September 2013 to September 2014; Vestory, LLC, May 2012 to August 2015; Wealth Management LLC, October 2011 to December 2016; CCM Partners, October 2010 to July 2011; TLG Advisors, Inc., September 2009 to March 2010; Portfolio Strategies Inc, December 2003 to March 2008.
Where is Michael Taylor based?
Michael Taylor’s registered office is in Corbett, OR.
Is Michael Taylor registered with FINRA?
No. Michael Taylor has no current broker registration.
How can I verify Michael Taylor’s record?
Search CRD 1018877 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Taylor’s full registration record.
