Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Benton Giles is a financial advisor with over 50 years of experience in the securities industry. He is currently registered with Davenport & Co. LLC, where he has been employed since 1967. Robert has a broad range of licenses and registrations, including Series 7, Series 63, Series 24 and SIE. Robert provides financial planning and investment advice to a diverse client base, including individuals, businesses, and institutions. He specializes in managing portfolios and assisting clients with retirement planning, college savings, and estate planning. In addition to Robert's career at Davenport & Co. LLC, Robert manages a number of family-owned real estate investment companies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/16/1997 - Present
Davenport & Co. LLC (RICHMOND VA)
BC
Issued 10/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1980
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1977
PC - AMEX Put and Call Exam
BC
Issued 07/14/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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