ROBERT WILLIAM TAYLOR is an investment adviser representative (IAR) with state registration records since 2002, appearing at 4 firms. Currently registered with WEALTHPLAN INVESTMENT MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | 2026-06-03 | present | Yes |
| WEALTHPLAN PARTNERS, LLC | 2021-09-23 | 2026-03-09 | — |
| WEALTHPLAN PARTNERS | 2018-06-28 | 2020-07-10 | — |
| STRATEGIC ADVISERS LLC | 2009-11-03 | 2018-03-13 | — |
| STRATEGIC ADVISERS LLC | 2002-07-12 | 2009-07-08 | — |