Robert Taylor has been an investment adviser representative at Global View Capital Management since June 2014, and is not listed among the firm’s executive officers or direct owners.
Global View Capital Management LLC is a Waukesha, WI firm with $775M under management, 3,819 clients and 107 advisers across 6 offices, as of its August 2026 filing.
Robert Taylor’s longest registration is the current one, 12 years at Global View Capital Management since 2014. Before joining Global View Capital Management in 2014, Robert Taylor was registered through Transamerica Financial Advisors, Inc. and Investment Advisors International, Inc.
- – present · 12 yearsWinston Salem, NC · Adviser representative · Firm CRD 158292
- Transamerica Financial Advisors, Inc.– · 2 yearsWinston Salem, NC · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 2 yearsWinston Salem, NC · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Robert Taylor is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2014; the most recent is Texas, in October 2020.
- North CarolinaSince 18 June 2014
- TexasResidentSince 2 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2008 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 16 January 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 October 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 October 2001 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Jackson Taylor
- CRD
- 4447223
- Firm
- Global View Capital Management · CRD 158292
- Office
- 301 NORTH MAIN STEEET, 24TH FLOOR - SUITE 2443, Winston Salem, NC 27101-3885
- Registration
- Investment adviser registration
- In the industry since
- September 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Taylor work?
Robert Taylor is an investment adviser representative registered through Global View Capital Management LLC since June 2014, and is not listed among the firm’s executive officers or direct owners.
Is Robert Taylor a financial advisor?
Yes. Robert Taylor has a current investment-adviser registration in North Carolina and Texas, through Global View Capital Management since June 2014.
How many years of experience does Robert Taylor have?
Robert Taylor has 17 years in the financial industry, since September 2009, across 3 adviser firms.
What exams has Robert Taylor passed?
Robert Taylor has passed 4 licensing exams: the Series 6, Series 63, Series 26 and Series 65. The earliest, the Series 6, was passed in October 2001.
Where did Robert Taylor work before Global View Capital Management?
Before Global View Capital Management, Robert Taylor was registered through Transamerica Financial Advisors, Inc., January 2012 to June 2014; Investment Advisors International, Inc., September 2009 to January 2012.
Where is Robert Taylor based?
Robert Taylor’s registered office is in Winston Salem, NC.
Is Robert Taylor registered with FINRA?
No. Robert Taylor has no current broker registration.
How can I verify Robert Taylor’s record?
Search CRD 4447223 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Taylor’s full registration record.
