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John Russell Taylor

FINANCIAL CONCEPTS UNLIMITED, INC.·ANNAPOLIS, Maryland
SIE, Series 3, Series 6, Series 7, Series 24, Series 31, Series 51, Series 63, Series 66, Series 99TOClean record24 years registeredFINANCIAL 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. · 24 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL CONCEPTS UNLIMITED, INC.
Jul 2002 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 6
Series 7
Series 24
Series 31
Series 51
Series 63
Series 66
Series 99TO
Registration record
First registered · July 25, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL CONCEPTS UNLIMITED, INC.
CRD 118641 · SEC 801-61345
AUM
$154M
Regulatory assets under management
Employees
4
676 client accounts
Services offered by FINANCIAL CONCEPTS UNLIMITED, INC.
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 FINANCIAL CONCEPTS UNLIMITED, INC. →
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05

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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