John Taylor, financial advisor Roanoke VA

John Taylor

CRD Number: 2244949
Current Firm: Taylor Financial Group, Inc.

John Taylor (CRD# 2244949) is an Investment Advisor Representative working at Taylor Financial Group, Inc. in Roanoke, VA and has over 27 years of experience in the finance industry. John 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.

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Professional Designations
Company Name Location Dates Years
#ia Taylor Financial Group Incorporated Roanoke, VA May 1992 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for John S. Taylor
Phone Number: 540-774-7971
Firm Website: http://www.taylorfg.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    242
    MILLIONS
  • Total Number of Accounts
    887
    ACCOUNTS
  • Average Account Value
    $272,326
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, NC, SC, TX, VA

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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