Scott Taylor
Professional summary
Scott Taylor is a registered financial advisor currently at VALUE FINANCIAL ADVISERS, INC. located in Denver, Colorado.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Scott has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 1 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Scott Taylor's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 21, 2004 - Present
VALUE FINANCIAL ADVISERS, INC.
Office #1: 9185 East Kenyon Avenue, Suite 250, Denver, CO 80237January 1, 1999 - May 11, 2004
VALUE FINANCIAL ADVISERS, INC.
October 2, 1985 - March 21, 2012
OMNIVEST, INC.
February 17, 1983 - October 10, 1985
OSAIC FS, INC.
August 1, 1979 - January 25, 1982
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
VALUE FINANCIAL ADVISERS, INC.
CRD#: 107321 / SEC#: 801-37987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/21/2004)
(4/17/2020)
Exams
Series 1
Date: 7/19/1979
Registered Representative ExaminationCurrent Firm
VALUE FINANCIAL ADVISERS, INC.
CRD#: 107321 / SEC#: 801-37987
Contact information
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 105,269,801 |
Red Flags
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