John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Centreville, MD and has over 23 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | May 2012 - Current | 11 |
| Financial Concepts Unlimited, Inc. | Annapolis, MD | Jan 2001 - Current | 23 |
| Ctax Partners LLC | Scottsdale, AZ | Jun 2016 - Oct 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- MD
- TX
-
Total Assets Under Management154MILLIONS
-
Total Number of Accounts676ACCOUNTS
-
Average Account Value$227,920
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, LA, MD, NC, NH, TX, VA
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