Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Taylor? Claim Your ProfileTaylor J Whitford is a financial advisor registered with Truist Advisory Services, Inc. Taylor has over 15 years of experience in the financial services industry. Taylor is registered to provide investment advice in North Carolina and Texas. Taylor has been registered with Truist Advisory Services, Inc. since February 2021. Taylor previously worked with BB&T Securities, LLC, BB&T Investment Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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2
NC
12/03/2021 - Present
Truist Advisory Services, Inc. (NEW BERN NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
07/15/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MOREHEAD CITY NC)
NC
09/07/2007 - 07/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE NC)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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