Joseph Taylor (CRD# 6943217) is an Investment Advisor Representative working at Q3 Advisors, LLC in Doylestown, PA and has over 3 years of experience in the finance industry. Joseph Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Q3 Advisors, LLC | Denver, CO | May 2024 - Current | < 1 |
| J.p. Morgan Securities LLC | Warrington, PA | Jul 2023 - May 2024 | < 1 |
| Jpmorgan Chase Bank, N.a. | Warrington, PA | Jul 2023 - May 2024 | < 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2018 - Jun 2023 | 5 |
| Northwestern Mutual Investment Services LLC | Mechanicsburg, PA | Apr 2018 - Jun 2023 | 5 |
| Express, LLC | Camp Hill, PA | Sep 2018 - Jun 2019 | < 1 |
| Home Depot Inc. | Carlisle, PA | Apr 2018 - May 2018 | < 1 |
| Unemployed | Littlestown, PA | Mar 2018 - Mar 2018 | < 1 |
| Amazon | Carlisle, PA | Oct 2016 - Feb 2018 | 1 |
| Mayapple Golf Course | Carlisle, PA | Feb 2016 - Jan 2017 | < 1 |
| Vector Marketing | Lancaster, PA | Feb 2016 - Jun 2016 | < 1 |
| Db Schenker | Carlisle, PA | Nov 2015 - Jan 2016 | < 1 |
| Unemployed | Littlestown, PA | May 2015 - Oct 2015 | < 1 |
| Pacsun Eddie Bauer | Gettysburg, PA | Nov 2014 - Apr 2015 | < 1 |
| Bob Evans Farms Inc. | Westminster, MD | Oct 2014 - Dec 2014 | < 1 |
| Unemployed | Littlestown, PA | Sep 2014 - Sep 2014 | < 1 |
| Chilis | Hanover, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
IL, MI
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