Clifford Taylor has been an investment adviser representative at Values First Advisors since June 2021, and is not listed among the firm’s executive officers or direct owners. Clifford Taylor holds a B.S. in Financial Planning from Liberty University.
Values First Advisors, Inc. is a Johnson City, TN firm with $215M under management, 967 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Cliff Taylor is Financial Advisor of Values First Advisors. He joined the team in the spring of 2021.
- Values First Advisors, Inc.Current– present · 5 yearsJohnson City, TN · Adviser representative · Firm CRD 148532
Professional designations
Listed by Values First Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Clifford Taylor is registered as an investment adviser representative in 2 states. The first approvals date from June 2021; the most recent is Texas, in July 2022.
- TennesseeSince 16 June 2021
- TexasSince 5 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2021 |
| SIE | Securities Industry Essentials Examination | 20 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Clifford John Taylor
- CRD
- 7394686
- Firm
- Values First Advisors · CRD 148532
- Office
- 801 SUNSET DRIVE, SUITE C100, Johnson City, TN 37604
- Registration
- Investment adviser registration
- In the industry since
- June 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- valuesfirst.com
Where does Clifford Taylor work?
Clifford Taylor is an investment adviser representative registered through Values First Advisors, Inc. since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Clifford Taylor a financial advisor?
Yes. Clifford Taylor has a current investment-adviser registration in Tennessee and Texas, through Values First Advisors since June 2021.
How many years of experience does Clifford Taylor have?
Clifford Taylor has 5 years in the financial industry, since June 2021, across 1 adviser firm.
What exams has Clifford Taylor passed?
Clifford Taylor has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in August 2020.
Where is Clifford Taylor based?
Clifford Taylor’s registered office is in Johnson City, TN.
Is Clifford Taylor registered with FINRA?
No. Clifford Taylor has no current broker registration.
Is Clifford Taylor a CFP?
Values First Advisors lists Clifford Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Clifford Taylor’s record?
Search CRD 7394686 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Clifford Taylor’s full registration record.
Benjamin NunnPresident, Director- Edwin Garland West (III)Chief Compliance Officer
Larry EllisCEO / Treasurer / Director