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Marvin William Taylor

Taylor Financial Group, Inc.

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About Marvin William Taylor

Marvin William Taylor is a financial advisor registered with the state of Texas and Virginia. Marvin is associated with Taylor Financial Group, Inc. based in Roanoke, Virginia. Marvin has been in the industry since 1969. His current registrations include Series 63 and Series 24 exams. Marvin is also a Certified Financial Planner. Marvin has over 40 years of experience in the financial services industry. Marvin provides financial planning and portfolio management for individuals and businesses.

Firm Information

Marvin 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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Marvin Taylor’s Registration & Firm History

VA

08/04/1987 - Present

Taylor Financial Group, Inc. (ROANOKE VA)

SC

05/17/1993 - 08/18/2005

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

FL

03/21/1991 - 05/19/1993

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

NY

10/20/1980 - 03/22/1991

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

04/27/1970 - 03/22/1991

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/1993

Series 24 - General Securities Principal Examination

BC

Issued 06/18/1969

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marvin William Taylor.
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