Taylor ColeCRD Number: 5925273
Current Firm: Pnc Investments
Taylor Cole (CRD# 5925273) is an Investment Advisor Representative working at Pnc Investments in Dublin, OH and has over 6 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Pnc Investments, LLC||Pittsburgh, PA||Feb 2016 - Current||1|
|Pnc Investments||Dublin, OH||Feb 2013 - Feb 2016||3|
|Axa Advisors LLC||New York, NY||Jul 2011 - Jan 2013||1|
|Ashland University||Ashland, OH||Aug 2010 - May 2011||< 1|
|Westchester Golf Course||Canal Winchester, OH||May 2010 - Aug 2010||< 1|
|Ashland University||Ashland, OH||Aug 2009 - May 2010||< 1|
|Westchester Golf Course||Canal Winchester, OH||May 2009 - Aug 2009||< 1|
|Ashland University||Ashland, OH||Aug 2008 - May 2009||< 1|
|Focus Logistics Solutions||Dublin, OH||May 2008 - Aug 2008||< 1|
|Ashland University||Ashland, OH||Aug 2007 - May 2008||< 1|
|Strike Zone||Canal Winchester, OH||Oct 2005 - Aug 2007||1|
|Canal Winchester High School||Canal Winchester, OH||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management11,195MILLIONS
Total Number of Accounts78,826ACCOUNTS
Average Account Value$142,023
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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