Taylor Cole has been an investment adviser representative at Woodward Financial Advisors since January 2024, and is not listed among the firm’s executive officers or direct owners.
Woodward Financial Advisors, Inc. is a Chapel Hill, NC firm with $641M under management, 203 clients and 7 advisers in one office, as of its April 2026 filing.
Taylor Cole’s longest registration is the current one, 2 years at Woodward Financial Advisors since 2024. Before joining Woodward Financial Advisors in 2024, Taylor Cole was registered through Advisory Services Network.
- – present · 2 yearsChapel Hill, NC · Adviser representative · Firm CRD 150641
- Advisory Services Network– · 1 yearChapel Hill, NC · Adviser representative · Firm CRD 146051
Investment adviser representative registrations
Taylor Cole is registered as an investment adviser representative in North Carolina, since January 2024.
- North CarolinaSince 3 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Taylor Renee Cole
- CRD
- 7503986
- Firm
- Woodward Financial Advisors · CRD 150641
- Office
- 101 GLEN LENNOX DRIVE, SUITE 110, Chapel Hill, NC 27517
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Taylor Cole work?
Taylor Cole is an investment adviser representative registered through Woodward Financial Advisors, Inc. since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Taylor Cole a financial advisor?
Yes. Taylor Cole has a current investment-adviser registration in North Carolina, through Woodward Financial Advisors since January 2024.
How many years of experience does Taylor Cole have?
Taylor Cole has 3 years in the financial industry, since December 2022, across 2 adviser firms.
What exams has Taylor Cole passed?
Taylor Cole passed the Series 65 in June 2022.
Where did Taylor Cole work before Woodward Financial Advisors?
Before Woodward Financial Advisors, Taylor Cole was registered through Advisory Services Network, June 2022 to June 2023.
Where is Taylor Cole based?
Taylor Cole’s registered office is in Chapel Hill, NC.
Is Taylor Cole registered with FINRA?
No. Taylor Cole has no current broker registration.
How can I verify Taylor Cole’s record?
Search CRD 7503986 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Taylor Cole’s full registration record.
