Unclaimed Profile

Philip Sargent Taylor

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC·SCOTTSDALE, Arizona

Clean recordVOLUNTARY 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Philip

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Philip is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

VOLUNTARY BENEFITS ADVISORY NETWORK, LLC

ONE SOURCE HEALTH & WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at VOLUNTARY BENEFITS ADVISORY NETWORK, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1000487

Firm CRD# 194511

View on FINRA BrokerCheck →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →