Robert Fauntleroy, financial advisor Columbia SC

Robert Fauntleroy

CRD Number: 2105777
Current Firm: Southstate Advisory, Inc.

Robert Fauntleroy (CRD# 2105777) is an Investment Advisor Representative working at Southstate Advisory, Inc. in Columbia, SC and has over 33 years of experience in the finance industry.

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Davinci Financial Designs
Professional Designations
Company Name Location Dates Years
South State Advisory Richmond, VA Jan 2019 - Current 5
South State Bank Richmond, VA Nov 2017 - Dec 2018 1
Park Sterling Bank Richmond, VA Feb 2014 - Nov 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1991
S65 NASAA Investment Advisors Law Examination Jun 1993
S66 NASAA Uniform Combined State Law Examination Aug 1999
Contact Info for Robert B. Fauntleroy
Phone Number: 803-231-3492
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    3,117
    MILLIONS
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $8,116,402
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, GA, NC, SC, TX, VA

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