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Rhonada Katherine Weaver

Taylor Financial Group, Inc.

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About Rhonada Katherine Weaver

Rhonada Katherine Weaver is an investment advisor representative with Taylor Financial Group, Inc. based in Roanoke, Virginia. Rhonada has been in the industry since 2012 and has experience with both Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Rhonada is registered with the state of Virginia and holds the Series 63, Series 65, Series 7 and SIE licenses. Rhonada's specializations include financial planning and portfolio management for individuals.

Firm Information

Rhonada Weaver is currently registered with Taylor Financial Group, Inc.. Taylor Financial Group, Inc. is a Registered Investment Advisor based in Roanoke, VA. They specialize in providing financial planning and portfolio management services to individuals and corporations. The firm manages approximately $313,265,174 in assets for 1,011 clients, including 69 high-net-worth individuals. Taylor Financial Group, Inc. participates in wrap fee programs.
Taylor Financial Group, Inc.

3102 BRAMBLETON AVENUE., SW

ROANOKE, VA 24018

$313.27M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rhonada Weaver’s Registration & Firm History

VA

06/14/2023 - Present

Taylor Financial Group, Inc. (ROANOKE VA)

VA

03/22/2023 - 06/14/2023

RAYMOND JAMES FINANCIAL SERVICES, INC. (Roanoke VA)

VA

09/20/2012 - 01/03/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROANOKE VA)

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Licenses & Designations

IA

Issued 08/12/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rhonada Katherine Weaver.
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