Clifford John Taylor
Investment adviser representative at Values First Advisors, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$215.4MFirm assets
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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
12 years in the industry.
- Values First Advisors, Inc.Jun 2021 to now
- Barracks Financial GroupJun 2020 to Oct 2020
- Liberty UniversityJan 2020 to Jun 2021
- A1 Air Duct CleaningJan 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Values First Advisors, Inc.
$215.4MAssets managed
967Clients
7Advisers
17 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
- 7394686
- Firm CRD
- 148532