John Taylor, financial advisor Annapolis MD

John Taylor

CRD Number: 4195320
Current Firm: Financial Concepts Unlimited, Inc.

John Taylor (CRD# 4195320) is an Investment Advisor Representative working at Financial Concepts Unlimited, Inc. in Annapolis, MD and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY May 2012 - Current 10
Financial Concepts Unlimited, Inc. Annapolis, MD Jan 2001 - Current 21
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
Contact Info for John R. Taylor
Phone Number: 866-444-5122
Firm Website: http://www.fcuinc.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    670
    ACCOUNTS
  • Average Account Value
    $228,626
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, LA, MD, NC, NH, TN, TX, VA

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