Taylor R. Cole

WOODWARD FINANCIAL ADVISORS

CHAPEL HILL, NC 27517

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CRD#: 7503986

Professional summary

Taylor Renee Cole is a registered financial advisor currently at WOODWARD FINANCIAL ADVISORS, INC. located in Chapel Hill, North Carolina.

Taylor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Taylor has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Renee Cole's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 3, 2024 - Present

WOODWARD FINANCIAL ADVISORS, INC.

Office #1: 101 Glen Lennox Drive Suite 110, Chapel Hill, NC 27517

RIA

CRD#: 150641

CHAPEL HILL, NC

Past

June 14, 2022 - June 23, 2023

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

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".

WOODWARD FINANCIAL ADVISORS, INC.

AVMALI, INC. | WOODWARD FINANCIAL ADVISORS, INC.

CRD#: 150641 / SEC#: 801-70279

RIA

Registered Investment Advisory firm - (6/8/2009 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.

Highlighted states indicate IAR registrations

IAR

North Carolina
(1/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/14/2022

Uniform Investment Adviser Law Examination

Current Firm

WOODWARD FINANCIAL ADVISORS, INC.

AVMALI, INC. | WOODWARD FINANCIAL ADVISORS, INC.

CRD#: 150641 / SEC#: 801-70279

RIA

Registered Investment Advisory firm - (6/8/2009 Approved)

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Contact information

Main Address

101 Glen Lennox Drive Suite 110, Chapel Hill, NC 27517

Mailing Address

Phone number

(919) 929-2495

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (9/4/2025)

Regulatory assets under management

Total Number of Accounts	197
AUM (Assets Under Management)	$ 574,323,013

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.

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Taylor R. Cole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taylor Renee Cole's CRS (Customer Relationship Summary).

Certified licenses

Experience

WOODWARD FINANCIAL ADVISORS, INC.

ADVISORY SERVICES NETWORK

Primary Firm SEC Registration

WOODWARD FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/14/2022

Current Firm

WOODWARD FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WOODWARD FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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