Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Nelson Smith is an investment advisor representative with Truist Advisory Services, Inc. in Richmond, Virginia. Smith has been in the industry since April 17, 2001 and has a broad range of experience working with individuals, corporations, and other entities. Smith holds the Series 7, Series 31, Series 63, and Series 66 licenses as well as the SIE certification. Smith has previously worked with BB&T Securities, LLC and Scott & Stringfellow, LLC.
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.
1
2
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
05/07/2009 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/29/2002 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
VA
09/30/1999 - 05/08/2000
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
04/16/1998 - 06/18/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
BOTH
Issued 05/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Smith is the right advisor for you? Invested Better is here to help.
