Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Buford Taylor is a financial advisor with Truist Advisory Services, Inc. Clarence has been in the financial industry for over 25 years and has experience providing investment advice to individuals, families, and businesses. Clarence has a broad range of experience in the financial industry and holds the Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Clarence is committed to providing personalized financial advice and working with clients to achieve their financial goals. Clarence is also a board member of the Wolf Trap Foundation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RESTON VA)
VA
01/15/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
10/05/2009 - 01/20/2016
SUNTRUST INVESTMENT SERVICES, INC. (FAIRFAX CITY VA)
DC
07/11/2008 - 10/02/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
VA
08/31/2005 - 07/15/2008
WACHOVIA SECURITIES, LLC (ARLINGTON VA)
GA
06/11/2003 - 08/31/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
12/04/2000 - 06/03/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
10/11/1999 - 10/17/2000
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
FL
05/18/1998 - 02/18/1999
THE PARTNERS FINANCIAL GROUP, INC. (MIAMI FL)
FL
07/11/1997 - 03/30/1998
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
IA
Issued 08/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Clarence Taylor is the right advisor for you? Invested Better is here to help.
