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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 Thomas Taylor is a financial advisor with over 40 years of experience in the financial services industry. John is registered with Independent Financial Group, LLC and is currently licensed in 30 states and 2 territories. John has a wide range of experience in financial planning, portfolio management, and investment advisory services. John is a Certified Financial Planner (CFP®) and has a strong commitment to providing personalized financial advice to individuals and families. John works with clients to develop customized financial plans that meet their unique needs and goals. John's dedication to helping clients achieve their financial objectives is evident in his extensive experience and commitment to the industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/27/2014 - Present
Independent Financial Group, LLC (CAMP VERDE AZ)
AZ
11/19/1989 - 02/03/2014
ROYAL ALLIANCE ASSOCIATES, INC. (CAMP VERDE AZ)
NA
12/24/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
12/24/1981 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 10/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/11/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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