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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 Taylor is a financial advisor with Vanguard Advisers, Inc., based in Malvern, PA. John has been in the financial industry since 1999 and has experience providing financial advice to individuals, families, and businesses. John is a Certified Financial Planner and holds the Series 6, 7, 63 and 65 licenses. John has experience with a variety of investment products and services, including mutual funds, exchange-traded funds, stocks, bonds, and variable annuities. John is also a partner in Crown Real Estate LLC, a rental property management business.
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.
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.
1
2
PA
05/15/2017 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
10/27/2009 - 04/25/2017
TD AMERITRADE, INC. (PHILADELPHIA PA)
PA
10/17/2008 - 10/22/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PHILADELPHIA PA)
PA
07/24/2007 - 10/21/2008
WACHOVIA SECURITIES, LLC (PHILADELPHIA PA)
PA
12/31/2000 - 11/21/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
08/25/2000 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NC
12/22/1997 - 08/15/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
PA
07/07/1994 - 11/13/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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