Robert Taylor, financial advisor Orlando FL
18 score

Robert Taylor

CRD Number: 1423130
Current Firm: International Assets Investment Management, LLC

Robert Taylor (CRD# 1423130) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Orlando, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
International Assets Investment Management, LLC Oklahoma City, OK Nov 2017 - Current < 1
Choice Leasing Oklahoma City, OK Jan 2001 - Current 17
Robert L Taylor Independent Insurance Agent Oklahoma City, OK Aug 1985 - Current 32
Voya Financial Advisors Oklahoma City, OK Sep 2014 - Sep 2017 3
Ing Financial Partners, Inc. Oklahoma City, OK Jan 2004 - Sep 2014 10
Spurr Mortgage Edmond, OK Oct 2001 - Dec 2012 11
Francis Tuttle Adjunct Teacher Oklahoma City, OK Mar 2001 - Dec 2012 11
Centennial Marketing Oklahoma City, OK Apr 1995 - Dec 2012 17
Massachusetts General (p.i.m.) Oklahoma City, OK Nov 1994 - Dec 2012 18
Rogers Benefit Group Oklahoma City, OK Mar 1992 - Dec 2012 20
C&l Farms Tulsa, OK Oct 2001 - Jan 2010 8
Childrens Medical Research Foundation, Board Of Directors Oklahoma City, OK Jan 2002 - Jan 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Apr 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Taylor
Phone Number: 407-254-1516
Registered State(s):
  • OK
By the Numbers
  • Total Assets Under Management
    396
    MILLIONS
  • Total Number of Accounts
    2,393
    ACCOUNTS
  • Average Account Value
    $165,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CT, DC, DE, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, ND, NJ, NM, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
18

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