Clifford J. Taylor
Professional summary
Clifford John Taylor, CFP®, who also goes by Cliff John Taylor Jr., is a registered financial advisor currently at VALUES FIRST ADVISORS, INC. located in Johnson City, Tennessee.
Clifford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Clifford has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Clifford John Taylor's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2023
Experience
June 16, 2021 - Present
VALUES FIRST ADVISORS, INC.
Office #1: 801 Sunset Drive Suite C100, Johnson City, TN 37604Primary Firm SEC Registration
VALUES FIRST ADVISORS, INC.
CRD#: 148532 / SEC#: 801-70391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2021)
(7/5/2022)
Exams
Current Firm
VALUES FIRST ADVISORS, INC.
CRD#: 148532 / SEC#: 801-70391
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,504 |
| AUM (Assets Under Management) | $ 201,956,787 |
Red Flags
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