Taylor Bell Poteat
Investment adviser representative at Colton Groome Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$724.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Colton Groome Financial Advisors, LLCJul 2016 to now
- Mcs DefenseJun 2009 to Dec 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
Colton Groome Financial Advisors, LLC
$724.9MAssets managed
362Clients
10Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6700216
- Firm CRD
- 128365