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Robert Edward King

Virtue Capital Management, LLC

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About Robert Edward King

Robert King is a financial professional with over 35 years of experience in the financial services industry. King is currently registered as an Investment Advisor Representative with Virtue Capital Management, LLC. Robert has worked previously with State Farm VP Management Corp., and Shearson Lehman Brothers Inc. King has Series 6, 7, and 63 licenses and specializes in portfolio management for individuals, and financial planning. Robert is also the owner of King Insurance and Financial Services.

Firm Information

Robert King is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Robert King’s Registration & Firm History

OH

10/02/2020 - Present

Virtue Capital Management, LLC (BEREA OH)

IL

03/23/1998 - 07/09/2012

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NA

05/23/1985 - 03/03/1987

SHEARSON LEHMAN BROTHERS INC.

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Licenses & Designations

BC

Issued 05/29/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/18/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Edward King.
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