Taylor
Cole
U.S. Bancorp Investments, Inc
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About this Advisor
Taylor Cole is a financial advisor based out of Hilliard, Ohio, who has 4 years of relevant experience. Cole is on the advisory team at U.S. Bancorp Investments, Inc. During their career, Cole has held roles at Pnc Investments, Pnc Investments, LLC and U.S. Bancorp Investments, Inc. Cole maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Ohio. U.S. Bancorp Investments, Inc is a registered investment firm that has its headquarters in Saint Paul, MN. It has offices in 1,657 locations and a total of 1,987 employees. It has $13 billion in assets under management among its 57,394 customer accounts, making it one of the largest firms in the nation by assets under management. The firm serves 32 charitable organizations. Of its 57,394 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors typically vary depending on the financial services provided. Fee types billed by U.S. Bancorp Investments, Inc most likely are comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$13,392,108,393
1,987
57,394
$233,336
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Taylor Cole Work History
Taylor has been registered as a financial advisor for 4 years.*
U.S. Bancorp Investments, Inc
Pnc Investments, LLC
Pnc Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Taylor Cole to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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