Robert Taylor (CRD# 6896996) is an Investment Advisor Representative working at Acima Private Wealth LLC in Richmond, VA and has over 5 years of experience in the finance industry.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acima Private Wealth LLC | Richmond, VA | Apr 2017 - Current | 7 |
| Csc Leasing Company | Richmond, VA | May 2015 - Jan 2017 | 1 |
| College Of William And Mary | Williamsburg, VA | Aug 2014 - May 2016 | 1 |
| Mccammon Group | Richmond, VA | Dec 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- VA
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts124ACCOUNTS
-
Average Account Value$2,771,075
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
DE, NC, TX, VA
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