Taylor Whitford is a registered investment advisor, based in New Bern, NC, with 18 years of industry experience.
Location
375 S Front St, Fl 1, New Bern, NC, 28561
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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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Taylor owns a boat slip rental property since May 2024. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
July 2013 - January 2018 · 4 yrs 6 mos
Bb&t Investment Services, INC.Broker
July 2013 - January 2018 · 4 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2007 - July 2013 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - July 2013 · 5 yrs 10 mos
State Registrations27 states
ALAZCACODCDEFLGAILINKSMAMDMONCNHNJNYOHPASCTNTXUTVAWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.