Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Stewart Taylor is a registered investment advisor representative with Davenport & Co. LLC in Richmond, Virginia. Timothy has been active in the financial services industry since 1986. Timothy holds the Series 63, 65, 24, 7, and SIE securities licenses. Timothy has been registered with the Securities and Exchange Commission (SEC) since 2002 and has worked with Davenport & Co. LLC since 2002. Timothy has previously worked at Scott & Stringfellow, Inc. in Richmond, Virginia. Timothy is registered as an Investment Advisor in 31 states and has a total of 31 approved state and federal registrations. Timothy has a broad range of experience, including portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Timothy's specializations include 1, 2, 3, 4, 5, 6, 7 and 10.
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
04/25/2002 - Present
Davenport & Co. LLC (RICHMOND VA)
VA
05/05/1999 - 04/24/2002
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/27/1986 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
IA
Issued 11/07/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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