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Marvin William Taylor

TAYLOR FINANCIAL GROUP, INC.·ROANOKE, Virginia
Series 1, Series 24, Series 63Clean record39 years registeredTAYLOR FINANCIAL GROUP, INC.
3102 BRAMBLETON AVENUE., SW, ROANOKE, VA 24018CRD# 443361Firm CRD# 116744

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marvin William Taylor · ROANOKE, VA
Registration
CRD #443361 · TAYLOR FINANCIAL GROUP, INC. · 39 years registered
Brand Profile
Not yet started
01

Career History

TAYLOR FINANCIAL GROUP, INC.
Aug 1987 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 24
Series 63
Registration record
First registered · August 4, 1987
Years registered · 39
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TAYLOR FINANCIAL GROUP, INC.
CRD 116744 · SEC 801-61747
AUM
$313M
Regulatory assets under management
Employees
5
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. →
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05

Frequently Asked Questions

What services does Marvin William Taylor offer?
Marvin William Taylor specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Marvin William Taylor's credentials?
Marvin William Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marvin William Taylor located?
Marvin William 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 Marvin William Taylor charge for services?
Marvin William 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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Other Advisors at TAYLOR FINANCIAL GROUP, INC.

John Samuel Taylor
ROANOKE, VA
Jay Steve Arce
ROANOKE, VA

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