Unclaimed Profile

Philip Sargent Taylor

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC·SCOTTSDALE, Arizona

SIE, Series 5, Series 7, Series 7TO, Series 8, Series 63, Series 6523 years registeredVOLUNTARY BENEFITS ADVISORY NETWORK, LLC

11445 E. VIA LINDA, SCOTTSDALE, AZ 85259CRD# 1000487Firm CRD# 194511

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip Sargent Taylor · SCOTTSDALE, AZ

Registration

CRD #1000487 · VOLUNTARY BENEFITS ADVISORY NETWORK, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TAYLOR ADVISORY GROUP

Jun 2017 – present

ONE SOURCE HEALTH & WEALTH MANAGEMENT

Dec 2015 – Aug 2017

FOLSOM, CA

FIRST FINANCIAL EQUITY CORPORATION

Jan 2012 – Dec 2015

SCOTTSDALE, AZ

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Nov 2011 – Jan 2012

PHOENIX, AZ

STONE & YOUNGBERG LLC

Jul 2006 – Nov 2011

PHOENIX, AZ

QUICK & REILLY, INC.

Nov 2002 – Aug 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 5

Series 7

Series 7TO

Series 8

Series 63

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

Disclosure History

1999Customer Dispute·Denied

1997Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC

CRD 194511 · SEC 801-96257

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by VOLUNTARY BENEFITS ADVISORY NETWORK, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VOLUNTARY BENEFITS ADVISORY NETWORK, LLC →

Introduction

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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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