Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Thomas Naylor is a financial professional with over 6 years of experience in the industry. Cole Naylor is currently registered with Stephens in Dallas, TX. Cole Naylor has also been previously registered with BLACKHILL ADVISORS LP. Cole Naylor holds a Series 63, Series 28, Series 99TO, Series 7TO, SIE, and Series 79 license and is registered in Arkansas and Texas. Cole Naylor specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals. Cole Naylor's current firm, Stephens, is a large investment firm with over $14 billion in assets under management. Stephens serves a variety of client types, including individuals, corporations, and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
02/26/2018 - Present
Stephens (DALLAS TX)
TX
06/17/2017 - 02/27/2018
BLACKHILL ADVISORS LP (DALLAS TX)
BC
Issued 08/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2017
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 03/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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