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JT

John A. Taylor

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CRD#: 1754138
JT

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.

John Allen Taylor SR, who also goes by John Allen Taylor, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1988. John had worked at 7 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Allen Taylor

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

October 24, 2003 - January 5, 2017

TAYLOR STEPHENS, INC.

RIA
CRD#: 110055
DALLAS, TX
Past

April 28, 2000 - June 15, 2007

S&P INVESTORS, INC.

BD
CRD#: 18421
DALLAS, TX
Past

December 10, 1999 - May 31, 2000

MJK CLEARING, INC.

BD
CRD#: 8678
MINNEAPOLIS, MN
Past

August 27, 1998 - December 10, 1999

PRIVATE BROKERS CORPORATION

BD
CRD#: 18314
DALLAS, TX
Past

January 14, 1993 - September 25, 1998

FETTERMAN INVESTMENTS, INC.

BD
CRD#: 17028
DALLAS, TX
Past

November 22, 1989 - December 17, 1992

MADDEN SECURITIES CORPORATION

BD
CRD#: 18389
DALLAS, TX
Past

January 21, 1988 - August 11, 1988

TOMLIN SECURITIES, INC.

BD
CRD#: 20636

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: 2/16/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


TS
TAYLOR STEPHENS, INC.
TAYLOR STEPHENS INC | TAYLOR STEPHENS, INC.

CRD#: 110055 / SEC#: 801-36895

RIA
Registered Investment Advisory firm - (6/27/2012 Terminated)
Oklahoma
Registered Investment Advisory firm - (8/26/2019 Terminated)
Texas
Registered Investment Advisory firm - (5/30/2012 Approved)
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Contact information


Main Address
Coppell, TX
Mailing Address
Phone number
(972) 991-1181
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts69
AUM (Assets Under Management)$ 39,211,906

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


TAYLOR STEPHENS, INC.

CRD#: 110055

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