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John T
Series 63, Series 66
Centreville, MD
Financial Concepts Unlimited, Inc.
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.
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