RQ
Robert A. Quayle
QUAYLE & CO. SECURITIES
GRAND BLANC, MI 48439
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CRD#: 1096564
RQ
Professional summary
Robert Allen Quayle, CFP®, who also goes by Bob Quayle, is a registered financial advisor currently at QUAYLE & CO. SECURITIES located in Grand Blanc, Michigan and TAYLOR & MORGAN ASSET MANAGEMENT, LLC located in Troy, Michigan.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Robert has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 53, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bob Quayle
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Insurance Agent; Investment Related: Yes; Location: 9400 S. Saginaw St., Grand Blanc, MI 48439; Description of the business: Robert is a licensed insurance agent. He sells life insurance and fixed annuities. He is registered with Country Life, Great American, and Jackson National Life.; Responsibilities Duties: To present clients with life insurance and fixed annuity options when appropriate.; Start date with business: 2020-01-01; Hours devoted to business during trading hours: 4; Percentage of total yearly compensation expected to be derived from the business: 5.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Allen Quayle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
December 20, 2006 - Present
QUAYLE & CO. SECURITIES
Office #1: 9400 S. Saginaw Street Suite B, Grand Blanc, MI 48439RIA
CRD#: 21335
GRAND BLANC, MI
Current
November 22, 2016 - Present
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
Office #1: 3150 Livernois Rd. Suite 175, Troy, MI 48083RIA
CRD#: 156177
Troy, MI
Past
March 4, 1988 - January 2, 2019
QUAYLE & CO. SECURITIES
BD
CRD#: 21335
Grand Blanc, MI
Past
March 17, 1983 - March 9, 1988
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
T&
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
TAYLOR & MORGAN ASSET MANAGEMENT | TM ADVISORS | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TAYLOR & MORGAN QUAYLE FINANCIAL, LLC | TAYLOR & MORGAN ASSET MANAGEMENT, LLC
CRD#: 156177 / SEC#: 801-113195
RIA
Registered Investment Advisory firm - (5/8/2018 Approved)Michigan
Registered Investment Advisory firm - (5/16/2018 Terminated)North Carolina
Registered Investment Advisory firm - (5/16/2018 Terminated)Ohio
Registered Investment Advisory firm - (5/14/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(12/21/2010)
IAR
Ohio(12/20/2006)
IAR
Texas(3/11/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
T&
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
TAYLOR & MORGAN ASSET MANAGEMENT | TM ADVISORS | TAYLOR & MORGAN WEALTH MANAGEMENT, LLC | TAYLOR & MORGAN QUAYLE FINANCIAL, LLC | TAYLOR & MORGAN ASSET MANAGEMENT, LLC
CRD#: 156177 / SEC#: 801-113195
RIA
Registered Investment Advisory firm - (5/8/2018 Approved)Michigan
Registered Investment Advisory firm - (5/16/2018 Terminated)North Carolina
Registered Investment Advisory firm - (5/16/2018 Terminated)Ohio
Registered Investment Advisory firm - (5/14/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3150 Livernois Rd. Suite 175, Troy, MI 48083
Mailing Address
Phone number
(248) 688-9399
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 995 |
| AUM (Assets Under Management) | $ 326,999,538 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TAYLOR & MORGAN ASSET MANAGEMENT, LLC
CRD#: 156177Grand Blanc, MI 48439TRUST BUT VERIFY
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