Taylor Financial Group, Inc.

Taylor Financial Group, Inc. (CRD# 116744) is a financial advisory firm headquartered in Roanoke, VA. They manage $313,265,174 in 1,011 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    1,011
    ACCOUNTS
  • Average Account Value
    $309,857
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
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TX, VA

Financial Advisors at Taylor Financial Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jay S. Arce
CRD#: 6579505
3102 Brambleton Avenue., Sw, Roanoke, VA 24018

Jay Arce (CRD# 6579505) is an Investment Advisor Representative working at Taylor Financial Group, Inc. in Roanoke, VA and has 1 year of experience in the finance industry.

2
John S. Taylor
CRD#: 2244949
3102 Brambleton Ave, Roanoke, VA 24018

John Taylor (CRD# 2244949) is an Investment Advisor Representative working at Taylor Financial Group, Inc. in Roanoke, VA and has over 31 years of experience in the finance industry.

3
Marvin W. Taylor
CRD#: 443361
3102 Brambleton Ave, Roanoke, VA 24018

Marvin Taylor (CRD# 443361) is an Investment Advisor Representative working at Taylor Financial Group, Inc. in Roanoke, VA and has over 41 years of experience in the finance industry.

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