John Russell Taylor
Investment adviser representative at Financial Concepts Unlimited, Inc.
25 yearsExperience
2 statesRegistered in
$231.4MFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Purshe Kaplan Sterling InvestmentsMay 2012 to now
- Financial Concepts Unlimited, Inc.Jan 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Financial Concepts Unlimited, Inc.
$231.4MAssets managed
198Clients
1Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4195320
- Firm CRD
- 118641