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Robert Francis Taylor

Foster Victor Wealth Advisors

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About Robert Francis Taylor

Robert Francis Taylor is a financial advisor with Foster Victor Wealth Advisors. Robert has been working in the financial industry since 1982, having previously worked at W. S. GRIFFITH & CO., INC., CHAPDELAINE CORPORATE SECURITIES & CO, ASIEL & CO., YVES HENTIC & COMPANY INCORPORATED, and DONALD & CO. SECURITIES INC.. Robert is a Chartered Financial Analyst and holds the Series 6, 7, and 63 licenses.

Firm Information

Robert Taylor is currently registered with Foster Victor Wealth Advisors. Foster Victor Wealth Advisors is a Greenville, SC-based firm with over $2 billion in regulatory assets under management. The firm provides financial planning, portfolio management services for individuals and businesses, and serves a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Foster Victor Wealth Advisors

10 TOY STREET

GREENVILLE, SC 29601

$2.01B

Assets Under Management

16

Total Clients

16

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Taylor’s Registration & Firm History

SC

08/23/2021 - Present

Foster Victor Wealth Advisors (GREENVILLE SC)

CT

11/10/1998 - 01/14/2000

W. S. GRIFFITH & CO., INC. (HARTFORD CT)

NY

02/03/1992 - 08/03/1994

CHAPDELAINE CORPORATE SECURITIES & CO (NEW YORK NY)

NY

01/19/1987 - 01/21/1992

ASIEL & CO. (NEW YORK NY)

NA

09/06/1984 - 07/08/1987

YVES HENTIC & COMPANY INCORPORATED

NA

05/24/1982 - 08/09/1984

DONALD & CO. SECURITIES INC.

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Licenses & Designations

BC

Issued 11/09/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/15/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Francis Taylor.
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