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Mary Tayloe

25 Years of Experience
Sullivan, MO
Broker

Mary Tayloe is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Sullivan, MO, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

170 South Service Rd E, Sullivan, MO, 63080

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Mary works as an independent contractor for GPS Capital Management and North Shore Capital Management as a financial advisor. She dedicates minimal time to each of these roles.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2009 - Present · 16 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
June 2000 - June 2009 · 9 yrs
Citigroup Global Markets INC.Broker
April 2000 - June 2009 · 9 yrs 2 mos
State Registrations20 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.