Carolyn TaylorCRD Number: 1258663
Current Firm: Weatherly Asset Management
Carolyn Taylor (CRD# 1258663) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 28 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Weatherly Asset Management||Del Mar, CA||Aug 1994 - Current||23|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1989|
|S65||NASAA Investment Advisors Law Examination||May 1992|
Total Assets Under Management549MILLIONS
Total Number of Accounts1,140ACCOUNTS
Average Account Value$481,965
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, NY, TX, WA
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