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Philip Sargent Taylor

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC·SCOTTSDALE, Arizona
Unclaimed Profile
11445 E. VIA LINDA, SCOTTSDALE, AZ 85259CRD# 1000487Firm CRD# 194511
01

About

Philip Sargent Taylor is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with VOLUNTARY BENEFITS ADVISORY NETWORK, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VOLUNTARY BENEFITS ADVISORY NETWORK, LLC
ONE SOURCE HEALTH & WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at VOLUNTARY BENEFITS ADVISORY NETWORK, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1000487
Firm CRD# 194511
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Philip Sargent Taylor offer?
Philip Sargent Taylor specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Philip Sargent Taylor's credentials?
Philip Sargent Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Sargent Taylor located?
Philip Sargent Taylor is based in SCOTTSDALE, Arizona, working with VOLUNTARY BENEFITS ADVISORY NETWORK, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Philip Sargent Taylor charge for services?
Philip Sargent Taylor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VOLUNTARY BENEFITS ADVISORY NETWORK, LLC?
VOLUNTARY BENEFITS ADVISORY NETWORK, LLC has approximately 3 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
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City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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