Tayloe Financial Services, LLC
Tayloe Financial Services, LLC (CRD# 145172) is a financial advisory firm headquartered in New Bern, NC. They manage $4,800,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts18ACCOUNTS
Average Account Value$266,667
- 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
Deborah Tayloe (CRD# 4645918) is an Investment Advisor Representative working at Tayloe Financial Services, LLC in New Bern, NC and has over 15 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.