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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Edward townes Taylor is a financial advisor with Perigon Wealth Management, LLC. John has been in the financial services industry for over 30 years and holds several professional designations, including Chartered Financial Consultant. John has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. John specializes in financial planning, portfolio management, and retirement planning. John is committed to providing personalized financial advice to help his clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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DE
04/27/2022 - Present
Perigon Wealth Management, LLC (WILMINGTON DE)
DE
01/25/2017 - 05/03/2022
SAGEPOINT FINANCIAL, INC. (WILMINGTON DE)
DE
02/02/2009 - 01/27/2017
FIRST ALLIED SECURITIES, INC. (GREENVILLE DE)
DE
10/31/2008 - 02/26/2009
SAGEPOINT FINANCIAL, INC. (GREENVILLE DE)
DE
01/04/2000 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (GREENVILLE DE)
MN
10/24/1989 - 02/03/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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