Robert TaggartCRD Number: 4370696
Current Firm: Ameriprise Financial Services, LLC
Robert Taggart (CRD# 4370696) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Vienna, VA and has over 11 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Ameriprise Financial Services, LLC||Vienna, VA||Feb 2022 - Current||1|
|Wells Fargo Clearing Services, LLC||Ashburn, VA||Jan 2017 - Feb 2022||5|
|Wells Fargo Bank Na||Ashburn, VA||Jan 2015 - Jan 2017||2|
|Wells Fargo Advisors, LLC||Ashburn, VA||Jan 2015 - Jan 2017||2|
|Citigroup||Vienna, VA||Nov 2013 - Jan 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Vienna, VA||Sep 2011 - Nov 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management414,380MILLIONS
Total Number of Accounts1,953,584ACCOUNTS
Average Account Value$212,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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