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Vincent Talbot Bishop

Tiaa-Cref Individual & Institutional Services, LLC

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About Vincent Talbot Bishop

Vincent Talbot Bishop is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC. Vincent has been working in the financial services industry since September 9, 2003. Vincent is registered to provide investment advice in 51 states. Vincent has a variety of licenses and certifications including Series 6, 7, 63, 65, 66 and SIE. In addition to being a financial advisor with TIAA-CREF, Vincent also worked with KeyBank and Key Investment Services LLC.

Firm Information

Vincent Bishop is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Compensation from affiliates

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Vincent Bishop’s Registration & Firm History

CO

06/23/2022 - Present

Tiaa-Cref Individual & Institutional Services, LLC (Denver CO)

CO

04/17/1996 - 11/29/2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

02/21/1995 - 03/29/1996

THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 06/23/2022

Series 66 - Uniform Combined State Law Examination

IA

Issued 02/10/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/11/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2004

Series 7 - General Securities Representative Examination

BC

Issued 02/17/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vincent Talbot Bishop.
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