Clifford
Taylor
Values First Advisors, Inc
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About this Advisor
Clifford Taylor is a financial advisor based out of Johnson City, Tennessee with a total of 2 years of relevant experience. Taylor is on the advisory team at Values First Advisors, Inc. Taylor has gained experience at Values First Advisors, Inc, Liberty University, Barracks Financial Group, A1 Air Duct Cleaning, Suny Adirondack, Camp Of The Woods and Tubby Tubes. Taylor holds a Series 65 license, certifying them as an investment advisor representative, and is registered to work in Tennessee and Texas. Values First Advisors, Inc is a firm operating out of Johnson City, TN. The company has offices in four locations and a total of 11 people on staff. It handles $175 million in assets under management between its 1,531 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,531 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Values First Advisors, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fees billed by Values First Advisors, Inc likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Values First Advisors, Inc Brokerage Details
$174,912,901
11
1,531
$114,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Clifford Taylor Work History
Clifford has been registered as a financial advisor for 2 years.*
Values First Advisors, Inc
Liberty University
Barracks Financial Group
A1 Air Duct Cleaning
Suny Adirondack
Camp Of The Woods
Tubby Tubes
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Clifford Taylor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Values First Advisors, Inc
Johnson City, TN
De Soto, KS
Johnson City, TN
Johnson City, TN
Greenville, IL
Johnson City, TN
Johnson City, TN
Ponte Vedra, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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