John Taylor is a CFP-designated registered investment advisor, based in Raleigh, NC, with 20 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold.
Location
3605 Glenwood Ave, Ste 400, Raleigh, NC, 27612
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Regulatory History
Clean regulatory record
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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
May 2006 - January 2013 · 6 yrs 8 mos
Scott & Stringfellow, LLCBroker
November 2005 - January 2013 · 7 yrs 2 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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