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Victoria Renee Taylor

Virtue Capital Management, LLC

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About Victoria Renee Taylor

Victoria Renee Taylor is a registered Investment Advisor Representative with Virtue Capital Management, LLC. Victoria has been in the financial services industry for over 25 years, with prior experience at Midamerica Financial Services, Inc., Kalos Capital, Inc., Ameritas Investment Corp., and Mimlic Sales Corporation. Victoria is licensed to provide financial advice in Florida and holds Series 6, 63, and 65 securities licenses. Victoria specializes in financial planning, portfolio management for individuals, and educational seminars.

Firm Information

Victoria Taylor 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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Victoria Taylor’s Registration & Firm History

FL

01/01/2025 - Present

Virtue Capital Management, LLC (FORT MYERS FL)

FL

10/22/2009 - 12/01/2011

MIDAMERICA FINANCIAL SERVICES, INC. (FORT MYERS FL)

FL

05/23/2007 - 12/31/2007

KALOS CAPITAL, INC. (FORT MYERS FL)

FL

10/10/1996 - 03/08/2007

AMERITAS INVESTMENT CORP. (FORT MYERS FL)

MN

04/19/1993 - 10/29/1996

MIMLIC SALES CORPORATION (ST. PAUL MN)

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Licenses & Designations

IA

Issued 12/07/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/03/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Victoria Renee Taylor.
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