Unclaimed Profile

John Samuel Taylor

TAYLOR FINANCIAL GROUP, INC.·ROANOKE, Virginia

Series 7, Series 24, Series 63, Series 65Clean record33 years registeredTAYLOR FINANCIAL GROUP, INC.

3102 BRAMBLETON AVENUE., SW, ROANOKE, VA 24018CRD# 2244949Firm CRD# 116744

Profile Verification

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

Identity

John Samuel Taylor · ROANOKE, VA

Registration

CRD #2244949 · TAYLOR FINANCIAL GROUP, INC. · 33 years registered

Brand Profile

Not yet started

Career History

TAYLOR FINANCIAL GROUP, INC.

Oct 1992 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 5, 1992

Years registered · 33

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TAYLOR FINANCIAL GROUP, INC.

CRD 116744 · SEC 801-61747

AUM

$313M

Regulatory assets under management

Employees

1,011 client accounts

Services offered by TAYLOR FINANCIAL GROUP, 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 TAYLOR FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does John Samuel Taylor offer?

John Samuel Taylor specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.

What are John Samuel Taylor's credentials?

John Samuel Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Samuel Taylor located?

John Samuel Taylor is based in ROANOKE, Virginia, working with TAYLOR FINANCIAL GROUP, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.

How does John Samuel Taylor charge for services?

John Samuel Taylor'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 TAYLOR FINANCIAL GROUP, INC.?

TAYLOR FINANCIAL GROUP, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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