Scott Taylor
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.
Scott Taylor was a registered financial professional .
Scott is a previously registered financial professional and started their career in finance in 1979. Scott had 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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 21, 2004 - December 31, 2025
VALUE FINANCIAL ADVISERS, INC.
January 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.
Visual representation of state registrations
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 (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 105,269,801 |
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.
