Anchor Financial Services, Cpa, Pa

Anchor Financial Services, Cpa, Pa (CRD# 147408) is a financial advisory firm headquartered in Stuart, FL. They manage $9,348,557 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
955 Se Federal Highway, Suite 102, Stuart, FL 34994
http://www.afs-cpa.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $346,243
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Anchor Financial Services, Cpa, Pa
Showing 1 - 1 of 1 top financial advisors.
1
John Taylor, financial advisor Stuart FL
John W. Taylor
CRD#: 5558770
955 Se Federal Highway, Suite 102, Stuart, FL 34994

John Taylor (CRD# 5558770) is an Investment Advisor Representative working at Anchor Financial Services, Cpa, Pa in Stuart, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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