Advisor at Financial Concepts Unlimited, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Concepts Unlimited, Inc.
Location
Centreville, MD
Credentials
Series 63, Series 66
Industry experience
25 years
John Taylor Jr. is a financial advisor at Financial Concepts Unlimited, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Financial Concepts Unlimited since 2001, with additional experience at Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a homeowner's association in Syria, Virginia. Financial Concepts Unlimited provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as corporations and pension plans. The firm manages approximately $189.8 million across about 196 accounts, utilizing proprietary model portfolios and a combination of mutual funds, ETFs, structured products, individual securities, and options.
Based on Financial Concepts Unlimited, Inc.
Consulting fees charged as flat rate ranging from $0 to $1,000 annually, negotiable
$0 - $499,999: 1.40% - 2.00% $500,000 - $999,999: 1.10% - 1.75% $1,000,000 - $1,999,999: 1.00% - 1.50% $2,000,000+: Negotiable
Advisory representatives receive commissions for variable annuities and insurance products sold through affiliated broker/dealer and insurance companies
Financial planning at $300 per hour, fees negotiable
Fee-only: Fee-only basis; asset management fees charged quarterly as a percentage of assets under management, financial planning charged hourly, consulting charged flat annual fee up to $1,000
Centreville, MD
Maryland · Texas
CTAX Partners LLC
2016 - 2016 (1 year)
Purshe kaplan Sterling Investments
2012 - Present (14 years)
Financial Concepts Unlimited, Inc.
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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