John Taylor is a CFP-designated registered investment advisor, based in Malvern, PA, with 27 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Vanguard Blvd, Malvern, PA, 19355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a partner in Crown Real Estate LLC, a rental property business, since 2011. He dedicates minimal time to property management.
Employment History
Current Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Vanguard Marketing Corporation
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Lincoln Financial Distributors, INC.Broker
Delaware Distributors, L.P.Broker
First Union Brokerage Services, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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