JT
JT

John Taylor

25 Years of Experience
Centreville, MD
BrokerSells Insurance

John Taylor is a registered investment advisor, based in Centreville, MD, with 25 years of industry experience.

Location

Centreville, MD

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

John is the Chief Executive Officer of Financial Concepts Unlimited since 2011, dedicating nearly full-time hours to running operations and compliance, and providing insurance and investment advisory services. He also works as an agent for fixed insurance sales at PKS Financial Services and is the President of a Home Owner's Association, dedicating minimal time to the latter.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2012 - Present · 14 yrs
Financial Concepts Unlimited, INC.
July 2002 - Present · 23 yrs 10 mos
Previous Registrations
Fsc Securities CorporationBroker
April 2004 - May 2012 · 8 yrs 1 mo
Multi-Financial Securities CorporationBroker
January 2004 - May 2004 · 4 mos
Ifg Network Securities, INC.Broker
August 2002 - January 2004 · 1 yr 5 mos
H. Beck, INC.Broker
January 2001 - August 2002 · 1 yr 7 mos
New England SecuritiesBroker
June 2000 - January 2001 · 7 mos
State Registrations22 states
CACODCDEFLGAILMAMDMIMNMOMSNCNHNJNYPASCTXVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Taylor - Financial Advisor | TrueAdvisor