Advisor at Raymond James Financial
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Firm
Raymond James Financial
Location
Sullivan, MO 63080
Credentials
Series 63, Series 65
Industry experience
25 years
Mary Tayloe is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked with North Shore Capital Management since 2014 and has been associated with Raymond James Financial Services Advisors Inc. since 2009. Outside of her advisory roles, she has served as an independent contractor financial advisor with GPS Capital Management and North Shore Capital Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations, with a distinctive emphasis on advisory services conducted largely on a non-discretionary basis.
Based on Raymond James Financial
Based on Raymond James Financial
Fixed (flat) dollar fees may be charged for planning and/or investment consulting services
Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.
Hourly rates for planning and/or investment consulting services generally up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%
170 South Service Rd E
Sullivan, MO 63080
Iowa · Missouri · Texas
North Shore Capital Management
2014 - Present (12 years)
Des Moines Area Community College
2010 - 2023 (13 years)
Raymond James Financial Services Advisors Inc
2009 - Present (17 years)
Raymond james Financial Services, Inc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Cuba, MO
Raymond James Financial
Series 66
Cuba, MO
Raymond James Financial
Series 63, Series 65
St Clair, MO
Ameriprise
Series 63, Series 66
Cuba, MO
Edward Jones
Series 63, Series 66
Sullivan, MO
Cetera
ChFC®, Series 63, Series 65
Sullivan, MO
Empower Advisory Group
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