Deborah Tayloe (CRD# 4645918) is an Investment Advisor Representative working at Tayloe Financial Services, LLC in New Bern, NC and has over 20 years of experience in the finance industry. Deborah Tayloe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tayloe Financial Services | New Bern, NC | Sep 2007 - Current | 16 |
| Linsco/private Ledger Corp | New Bern, NC | Mar 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2003 |
- NC
-
Total Assets Under Management2MILLIONS
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Total Number of Accounts10ACCOUNTS
-
Average Account Value$224,067
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC
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