John Samuel Taylor

Employer firm

Taylor Financial Group, Inc. CRD 116744

$410M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1992 → Present
  #Ia Taylor Financial Group Incorporated
  Roanoke, VA

Other Businesses

1. INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS / ROANOKE, VA / APPROVED MARCH 11, 2004 2. TAYLOR FINANCIAL GROUP - RIA / APPROVED 4/23/93

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-10-02
• S63 Uniform Securities Agent State Law Examination
  1992-07-01

Designations

• Certified Financial Planner

Other Names

• Sam Taylor