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Jay Steve Arce

TAYLOR FINANCIAL GROUP, INC.·ROANOKE, Virginia
Unclaimed Profile
3102 BRAMBLETON AVENUE., SW, ROANOKE, VA 24018CRD# 6579505Firm CRD# 116744
01

About

Jay Steve Arce is a registered financial advisor based in ROANOKE, Virginia, affiliated with TAYLOR FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TAYLOR FINANCIAL GROUP, INC.
TAYLOR FINANCIAL GROUP, INC.
AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TAYLOR FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6579505
Firm CRD# 116744
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jay Steve Arce offer?
Jay Steve Arce specializes in Financial Planning, Investment Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Jay Steve Arce's credentials?
Jay Steve Arce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jay Steve Arce located?
Jay Steve Arce is based in ROANOKE, Virginia, working with TAYLOR FINANCIAL GROUP, INC.. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Jay Steve Arce charge for services?
Jay Steve Arce's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAYLOR FINANCIAL GROUP, INC.?
TAYLOR FINANCIAL GROUP, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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