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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Timms is a financial advisor in FLORENCE, SC. Robert is registered with Truist Advisory Services, Inc. and has been in the industry since April 2009. Robert has passed the Series 6, 7, 63, 66, and SIE exams. Robert's firm, Truist Advisory Services, Inc. has assets under management of $61.37 billion. Robert is registered to provide services to individuals, corporations, charitable organizations, and high-net-worth individuals. Truist Advisory Services, Inc. offers financial planning, portfolio management, and other advisory services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (FLORENCE SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
SC
07/30/2014 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (FLORENCE SC)
SC
12/13/2002 - 03/25/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FLORENCE SC)
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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