Clifford John Taylor

CFP

Values First Advisors, INC.

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Values First Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

1,006 clients

Average Client Portfolio

$201K average

Assets Under Management

$202.0M

Fee Structure

Minimum Annual Fee:$1,200

Location

101 Old Gray Station Road, Gray, TN, 37615

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Values First Advisors, INC.

June 2021 - Present · 4 yrs 8 mos

State Registrations2 states

TNTX

Advisor

Exams

No exam information available for this advisor.