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John Russell Taylor

FINANCIAL CONCEPTS UNLIMITED, INC.·ANNAPOLIS, Maryland
Clean recordFINANCIAL CONCEPTS UNLIMITED, INC.
30B WEST STREET, ANNAPOLIS, MD 21401CRD# 4195320Firm CRD# 118641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Russell Taylor · ANNAPOLIS, MD
Registration
CRD #4195320 · FINANCIAL CONCEPTS UNLIMITED, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Russell Taylor is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with FINANCIAL CONCEPTS UNLIMITED, INC.. 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
Introduction

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03

Firm Overview

Firm
FINANCIAL CONCEPTS UNLIMITED, INC.
FINANCIAL CONCEPTS UNLIMITED, INC.
AUM
$154M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINANCIAL CONCEPTS UNLIMITED, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4195320
Firm CRD# 118641
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Russell Taylor offer?
John Russell Taylor specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are John Russell Taylor's credentials?
John Russell Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Russell Taylor located?
John Russell Taylor is based in ANNAPOLIS, Maryland, working with FINANCIAL CONCEPTS UNLIMITED, INC.. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does John Russell Taylor charge for services?
John Russell Taylor's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL CONCEPTS UNLIMITED, INC.?
FINANCIAL CONCEPTS UNLIMITED, INC. has approximately 4 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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