Robert Topping, financial advisor Williamsburg VA
96 score

Robert Topping

CRD Number: 1109749
Current Firm: Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors

Robert Topping (CRD# 1109749) is an Investment Advisor Representative working at Covenant Wealth Management, Ltd Dba Covenant Wealth Advisors in Williamsburg, VA and has over 32 years of experience in the finance industry. Robert Topping has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Covenant Wealth Advisors Williamsburg, VA Oct 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Sep 1989
Contact Info for Robert G. Topping
Phone Number: 757 259-0111
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $1,057,588
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
Types of Clients
Registered States

CA, FL, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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