John Taylor (CRD# 1990537) is an Investment Advisor Representative working at Perigon Wealth Management, LLC in Daufuskie Island, SC and has over 31 years of experience in the finance industry.
CRD# 2410852
Bull Street Advisors
CRD# 5979110
Sound View Wealth Advisors Group, LLC
CRD# 1298497
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Perigon Wealth Management, LLC | Daufuskie Island, SC | Apr 2022 - Current | 2 |
| Greenville Financial Group, LLC | Wilmington, DE | Jan 2019 - Apr 2022 | 3 |
| Sagepoint Financial, Inc. | Daufuskie Island, SC | Jan 2017 - Apr 2022 | 5 |
| First Allied Advisory Services, Inc. | Chesterfield, MO | Jul 2012 - Jan 2017 | 4 |
| First Allied Securities, Inc. | San Diego, CA | Feb 2009 - Jan 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1996 |
- DE
- SC
- TX
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Total Assets Under Management6,941MILLIONS
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Total Number of Accounts11,428ACCOUNTS
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Average Account Value$607,363
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
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