WT
William G. Taylor
TRUIST ADVISORY SERVICES
WILLIAMSTON, NC 27892
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CRD#: 6809565
WT
Professional summary
William Griffin Taylor, who also goes by William Taylor, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Williamston, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Rocky Mount, North Carolina.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Taylor
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MARTIN COUNTY ECONOMIC DEVELOPMENT CORPORATION POSITION: Board Member NATURE: The Martin County Economic Development Corporation is the designated local organization that leads the business recruitment effort for Martin County and its municipalities. We work with regional and statewide economic development organizations and business allies to bring new jobs and investment to our County, as well as to support and nurture our existing industry. We work with companies both large and small, and welcome the opportunity to help any organization that is looking for an ideal place to establish or expand its facilities. Our organization is publicly funded by the County and the Board is appointed by the County Commissioners. In addition, we are supported by a local Committee of 100, a private 501(c)3 non-profit that provides supplemental funding for special projects such as our County industrial park, new shell building, some infrastructure extensions and specific marketing efforts. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/10/2023 ADDRESS: Williamston NC, United States DESCRIPTION: My duties and responsibilities with the Martin County Economic Development Corporation are solely of a passive nature. We gather once a month to discuss business activities (and potential business opportunities) throughout Martin County. We all bring a different business perspective to the table, and all are committed to helping Martin County succeed and grow. MARTIN COMMUNITY COLLEGE BOARD OF TRUSTEES POSITION: Trustee NATURE: The Board of Trustees of Martin Community College serves to safeguard the mission of the college, represent the voice of the community, and ensure accountability, quality and access. The board governs as both a corporate body and a public body, exercising powers that include, hiring, budgeting, and policymaking. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2025 ADDRESS: Williamston NC, United States DESCRIPTION: The core responsibilities of the Martin Community College Board of Trustees include (A) hiring, supporting, and evaluating the President, (B) adopting bylaws and policies for Martin Community College, (C) approving and overseeing the budget for Martin Community College, (D) safeguarding institutional accreditation, and (E) setting strategic direction and monitoring outcomes. We are obligated to act in good faith, avoid any conflicts of interest, and follow all applicable governing documents.
CRS (Client Relationship Summary) - RIA
Click below to view William Griffin Taylor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 7, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 603 E Blvd Ste A, Williamston, NC 27892RIA
CRD#: 283390
WILLIAMSTON, NC
Current
June 7, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1114 Benvenue Rd, Rocky Mount, NC 27804Office #2: 1583 E 10th St, Roanoke Rapids, NC 27870Office #3: 603 East Boulevard Ste A1, Williamston, NC 27892BD
CRD#: 17499
Rocky Mount, NC
Past
October 24, 2019 - May 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHAPEL HILL, NC
Past
September 16, 2019 - May 25, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHAPEL HILL, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/7/2022)
RR
Arizona(6/7/2022)
RR
Florida(6/7/2022)
RR
Georgia(6/7/2022)
RR
Illinois(6/7/2022)
RR
Indiana(6/7/2022)
RR
Iowa(6/7/2022)
RR
Kansas(6/7/2022)
RR
Kentucky(6/7/2022)
RR
Louisiana(6/7/2022)
RR
Maine(6/7/2022)
RR
Maryland(6/7/2022)
RR
North Carolina(6/7/2022)
IAR
North Carolina(6/7/2022)
RR
Ohio(6/7/2022)
RR
Pennsylvania(6/7/2022)
RR
South Carolina(6/7/2022)
RR
Tennessee(6/7/2022)
RR
Virginia(6/7/2022)
RR
West Virginia(6/7/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/16/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
