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George P. Taylor

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CRD#: 1193852
GT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Prescott Taylor was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 1983. George had worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 23, 2010 - February 10, 2016

ARAGORN LTD.

RIA
CRD#: 129380
MILTON, MA
Past

March 8, 2005 - December 2, 2005

ARAGORN LTD.

RIA
CRD#: 129380
BRAINTREE, MA
Past

March 31, 2003 - June 19, 2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
READING, MA
Past

June 8, 1990 - March 31, 2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

June 12, 1986 - June 14, 1990

LCP CAPITAL CORP.

BD
CRD#: 14469
STATEN ISLAND, NY
Past

January 3, 1985 - June 17, 1986

CARDELL & ASSOCIATES, INCORPORATED

BD
CRD#: 7700
Past

October 11, 1983 - December 27, 1984

LEHMAN BROTHERS DISTRIBUTORS INC.

BD
CRD#: 8441

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/10/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AL
ARAGORN LTD.
ARAGORN LTD.

CRD#: 129380 / SEC#: 801-66262

RIA
Registered Investment Advisory firm - (10/8/2012 Terminated)
Florida
Registered Investment Advisory firm - (2/9/2016 Terminated)
Massachusetts
Registered Investment Advisory firm - (9/5/2012 Approved)
New Hampshire
Registered Investment Advisory firm - (3/14/2016 Terminated)
Texas
Registered Investment Advisory firm - (2/9/2016 Terminated)
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Contact information


Main Address
Milton, MA
Mailing Address
Phone number
(617) 322-1735
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts45
AUM (Assets Under Management)$ 14,887,763

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ARAGORN LTD.

CRD#: 129380

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