| Advisor Profile |
 |
| Name: |
John Saylor |
| Phone Number: |
(925) 271-2244 |
| Website: |
Visit Website
|
|
|
 |
| Request More Information |
|
|
|
|
|
|
Business Description |
Saylor Insurance & Financial Services (SIFS) is led by John Saylor who has over 20 years experience assisting individuals and companies with a variety of financial needs. We are an independant brokerage firm and Fee-based Advisor which allows us to represent the most appropriate companies and products that meet the needs of our clients.
The financial marketplace has been experiencing incredible stress, consolidation and change. Many individuals, families and businesses are now squarely focussed back on the basics. Proper planning, goal setting, diversification and risk management is more important than ever.
Our focus at SIFS is to focus on the big picture....by taking a look at your overall financial picture. We will collaborate with other professional's (CPA's and Attorneys) to implement a comprehensive program that allows you to focus on what matters most.....living your life.
We are here to help you navigate these difficult waters and put you in a position to take advantage of the opportunities that lie ahead.
Please call or email us to explore how we can help you or anyone you know. |
|
| |
|
|
General Information |
|
|
|
|
|
|
| Insurance License#: |
0731721
|
|
| Name of Broker/Dealer: |
National Planning Corporation
|
|
| States Licensed in: |
CA, OR
|
|
| Years of Experience in Financial Services: |
20
|
|
| Number of Years with Current Firm: |
10
|
|
| I work with the following types of clients: |
Businesses, Individual Investors
|
|
| |
|
|
|
Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Life Underwriter Training Council Fellow (LUTCF)
|
|
| Securities Licenses: |
Series 6, Series 63, Series 65
|
|
| Insurance and Annuity Licenses: |
Disability, Long Term Care, Variable Life, Variable Annuity, HMO, Health, Property, Life
|
|
| |
|
Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
|
|
| I work with clients as part of a team: |
Yes
|
|
| |
|
Compliance |
| Registered Investment Advisor: |
Yes
|
|
| Compliance Disclosures in Last 5 years: |
I have a clean record
|
|
| Criminal Disclosures in Last 5 years: |
I have a clean record
|
|
| |
|
Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$100,000
|
|
| Compensation Methods: |
Based on Assets, Commissions
|
|
| |
|
| |
| |
| Prepared By: |
John Saylor |
Frequently Asked Questions |
|
|
|
