Clifford Taylor (CRD# 7394686) is an Investment Advisor Representative working at Values First Advisors, Inc. in Gray, TN and has over 2 years of experience in the finance industry. Clifford Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2842154
On Investment Management Co
CRD# 1428498
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4342165
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Values First Advisors, Inc. | Gray, TN | Jun 2021 - Current | 2 |
| Liberty University | Lynchburg, VA | Jan 2020 - Jun 2021 | 1 |
| Barracks Financial Group | Lynchburg, VA | Jun 2020 - Oct 2020 | < 1 |
| A1 Air Duct Cleaning | Lake Luzerne, NY | Jan 2014 - Dec 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- TN
- TX
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Total Assets Under Management190MILLIONS
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Total Number of Accounts1,488ACCOUNTS
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Average Account Value$127,739
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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FL, GA, IA, IL, KS, KY, LA, MI, MO, MS, NC, NY, OH, OK, PA, TN, TX, VA
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