Claim Profile
Unclaimed Profile
JL

John Taylor Lawton

BLB & B ADVISORS, LLC·MONTGOMERYVILLE, Pennsylvania
SIE, Series 6, Series 7, Series 24, Series 55, Series 63, Series 65Clean record20 years registeredBLB & B ADVISORS, LLC
103 MONTGOMERY AVENUE, MONTGOMERYVILLE, PA 18936CRD# 2641370Firm CRD# 139096

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Taylor Lawton · MONTGOMERYVILLE, PA
Registration
CRD #2641370 · BLB & B ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

Mar 2006present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 55
Series 63
Series 65
Registration record
First registered · March 13, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLB & B ADVISORS, LLC
CRD 139096 · SEC 801-65840
AUM
$2.3B
Regulatory assets under management
Employees
29
3,131 client accounts
Services offered by BLB & B ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with John

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

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

Looking for a financial advisor in MONTGOMERYVILLE?

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

05

Frequently Asked Questions

What services does John Taylor Lawton offer?
John Taylor Lawton specializes in Financial Planning, Investment Management. Contact their office in MONTGOMERYVILLE, Pennsylvania for a consultation.
What are John Taylor Lawton's credentials?
John Taylor Lawton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Taylor Lawton located?
John Taylor Lawton is based in MONTGOMERYVILLE, Pennsylvania, working with BLB & B ADVISORS, LLC. Their office serves clients in the MONTGOMERYVILLE metropolitan area and surrounding communities.
How does John Taylor Lawton charge for services?
John Taylor Lawton's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLB & B ADVISORS, LLC?
BLB & B ADVISORS, LLC has approximately 29 employees and manages $2.3B in regulatory assets under management. 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 →