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John Samuel Taylor

Taylor Financial Group, Inc.

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About John Samuel Taylor

John Samuel Taylor is an investment advisor representative with Taylor Financial Group, Inc. John Taylor has been in the securities industry since June 1992 and has a Series 7, 63 and 24 license and has passed the Uniform Investment Adviser Law Examination. John Taylor has been with Taylor Financial Group, Inc. since 1992 and has been registered with the state of Virginia. John Taylor has previous employment history at LINSCO/PRIVATE LEDGER CORP and INVESTMENT MANAGEMENT & RESEARCH, INC. John Taylor specializes in working with high net worth individuals and individuals other than high net worth individuals. John Taylor is also a Certified Financial Planner.

Firm Information

John Taylor is currently registered with Taylor Financial Group, Inc.. Taylor Financial Group, Inc. is a Registered Investment Advisor based in Roanoke, VA. They specialize in providing financial planning and portfolio management services to individuals and corporations. The firm manages approximately $313,265,174 in assets for 1,011 clients, including 69 high-net-worth individuals. Taylor Financial Group, Inc. participates in wrap fee programs.
Taylor Financial Group, Inc.

3102 BRAMBLETON AVENUE., SW

ROANOKE, VA 24018

$313.27M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Taylor’s Registration & Firm History

VA

10/05/1992 - Present

Taylor Financial Group, Inc. (ROANOKE VA)

SC

05/17/1993 - 08/18/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

FL

06/24/1992 - 05/19/1993

INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)

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Licenses & Designations

IA

Issued 10/02/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2002

Series 24 - General Securities Principal Examination

BC

Issued 06/23/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Samuel Taylor.
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