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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clifford? Claim Your ProfileClifford John Taylor is an Investment Advisor Representative at Values First Advisors, Inc. Clifford is registered with the state of Tennessee and Texas as an Investment Advisor Representative. Clifford holds the Series 65 license and the SIE exam. Clifford has 2 years of experience in the financial services industry. Clifford specializes in Financial Planning and Portfolio Management for Individuals. Clifford John Taylor is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
07/05/2022 - Present
Values First Advisors, Inc. (GRAY TN)
IA
Issued 04/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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