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Taylor Financial Group, Inc. CRD 116744
$410M regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3102 Brambleton Avenue., Sw, Roanoke, VA 24018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2006-11-10 |
| VA | RA | APPROVED | 1987-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| #Ia Taylor Financial Group Incorporated | Roanoke | VA | 07/1986 | Present |
INVOLVEMENT AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS/ROANOKE, VA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-12-17 |
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