Marvin Taylor has been Chairman/Director of Taylor Financial Group since July 1986, is a control person of the firm and directly owns between 25% and 50% of it.
Taylor Financial Group, Inc. is a Roanoke, VA firm with $410M under management, 501 clients and 4 advisers in one office, as of its February 2026 filing.
Marvin W. Taylor is Chairman of Taylor Financial Group, based in Roanoke, VA. He entered the financial services industry in 1967 and began his career in various management positions with a major financial services firm. He founded Taylor Financial Group Inc. in 1986.
- Taylor Financial Group, Inc.Current– present · 39 yearsRoanoke, VA · Adviser representative · Firm CRD 116744
Professional designations
Listed by Taylor Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Marvin Taylor is registered as an investment adviser representative in 2 states. The first approvals date from August 1987; the most recent is Texas, in November 2006.
- TexasSince 10 November 2006
- VirginiaSince 4 August 1987
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 12 October 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 December 1982 |
| Series 1 | Registered Representative Examination | 18 June 1969 |
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Marvin William Taylor
- CRD
- 443361
- Firm
- Taylor Financial Group · CRD 116744
- Role
- Chairman/Director
- Office
- 3102 BRAMBLETON AVE, Roanoke, VA 24018
- Registration
- Investment adviser registration
- In the industry since
- August 1987
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- taylorfg.com
Where does Marvin Taylor work?
Marvin Taylor has been Chairman/Director of Taylor Financial Group, Inc. since July 1986, and is a control person of the firm.
Is Marvin Taylor a financial advisor?
Yes. Marvin Taylor has a current investment-adviser registration in Texas and Virginia, through Taylor Financial Group since August 1987.
How many years of experience does Marvin Taylor have?
Marvin Taylor has 39 years in the financial industry, since August 1987, across 1 adviser firm.
What exams has Marvin Taylor passed?
Marvin Taylor has passed 3 licensing exams: the Series 1, Series 63 and Series 24. The earliest, the Series 1, was passed in June 1969.
Where is Marvin Taylor based?
Marvin Taylor’s registered office is in Roanoke, VA.
Is Marvin Taylor registered with FINRA?
No. Marvin Taylor has no current broker registration.
Is Marvin Taylor a CFP?
Taylor Financial Group lists Marvin Taylor with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Marvin Taylor’s record?
Search CRD 443361 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marvin Taylor’s full registration record.