VT
Victoria R. Taylor
VIRTUE CAPITAL MANAGEMENT
FORT MYERS, FL 33907
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CRD#: 2305033
VT
Professional summary
Victoria Renee Taylor, who also goes by VIcki Renee Gulden, Vicki Renee Parker, Vicki Renee Taylor, is a registered financial advisor currently at VIRTUE CAPITAL MANAGEMENT, LLC located in Fort Myers, Florida.
Victoria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Victoria has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vicki Renee Gulden | Vicki Renee Parker | Vicki Renee Taylor
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.
(1) TAYLOR ENTERPRISES OF SW FL, DBA: PREMIER FINANCIAL GROUP�, Title: PRESIDENT, Description: OFFER AND SELL: ANNUITIES, LIFE INSURANCE, LONG TERM CARE, MEDICARE SUPPLEMENTS, Start Date: 01-01-2005, Address: 12647 NEW BRITTANY BLVD. FORT MYERS, FL 33907, Investment-related? YES, Hours per month: 200, During trading hours: 160
CRS (Client Relationship Summary) - RIA
Click below to view Victoria Renee Taylor'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®
NoneExperience
Current
July 24, 2019 - Present
VIRTUE CAPITAL MANAGEMENT, LLC
Office #1: 12647 New Brittany Blvd., Fort Myers, FL 33907RIA
CRD#: 167816
FORT MYERS, FL
Past
April 7, 2014 - July 19, 2019
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
FT. MYERS, FL
Past
October 22, 2009 - December 1, 2011
MIDAMERICA FINANCIAL SERVICES, INC.
BD
CRD#: 47351
FORT MYERS, FL
Past
May 23, 2007 - December 31, 2007
KALOS CAPITAL, INC.
BD
CRD#: 44337
FORT MYERS, FL
Past
October 10, 1996 - March 8, 2007
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
FORT MYERS, FL
Past
April 19, 1993 - October 29, 1996
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
ST. PAUL, MN
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".
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 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
Florida(7/24/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
VC
VIRTUE CAPITAL MANAGEMENT, LLC
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816 / SEC#: 801-79938
RIA
Registered Investment Advisory firm - (6/25/2014 Approved)Arizona
Registered Investment Advisory firm - (7/1/2014 Terminated)California
Registered Investment Advisory firm - (7/31/2014 Terminated)Florida
Registered Investment Advisory firm - (7/1/2014 Terminated)Georgia
Registered Investment Advisory firm - (7/1/2014 Terminated)Kentucky
Registered Investment Advisory firm - (7/2/2014 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2014 Terminated)Ohio
Registered Investment Advisory firm - (7/1/2014 Terminated)Pennsylvania
Registered Investment Advisory firm - (7/1/2014 Terminated)Tennessee
Registered Investment Advisory firm - (7/31/2014 Terminated)Texas
Registered Investment Advisory firm - (7/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6 Cadillac Dr. Suite 310, Brentwood, TN 37027
Mailing Address
Phone number
(615) 340-0801
Established
Firm type
Fiscal year end
# of Employees
110
SEC notice filing (43 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,111 |
| AUM (Assets Under Management) | $ 787,466,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VIRTUE CAPITAL MANAGEMENT, LLC
CRD#: 167816Fort Myers, FL 33907TRUST BUT VERIFY
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