Robert King, financial advisor Berea OH

Robert King

CRD Number: 1361851
Current Firm: Virtue Capital Management, LLC

Robert King (CRD# 1361851) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Berea, OH and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Virtue Capital Management Brentwood, TN Oct 2020 - Current 3
King Insurance & Financial Services Berea, OH Jul 2012 - Current 11
R.e. King Properties Berea, OH Apr 2004 - Current 20
Horter Investment Management Cincinnati, OH Apr 2017 - Oct 2020 3
Cornerstone Asset Management Services, Inc. Broadview Heights, OH Sep 2016 - Apr 2017 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Robert E. King
Phone Number: 615-340-0801
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    787
    MILLIONS
  • Total Number of Accounts
    6,111
    ACCOUNTS
  • Average Account Value
    $128,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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