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Robert Verlin Sollis

TAURUM RETIREMENT PARTNERS, LLC·MESA, Arizona
Clean recordTAURUM RETIREMENT PARTNERS, LLC
1921 S ALMA SCHOOL ROAD SUITE 308, MESA, AZ 85210CRD# 4131485Firm CRD# 282017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Verlin Sollis · MESA, AZ
Registration
CRD #4131485 · TAURUM RETIREMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Verlin Sollis is a registered financial advisor based in MESA, Arizona, affiliated with TAURUM RETIREMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TAURUM RETIREMENT PARTNERS, LLC
TAURUM RETIREMENT PARTNERS, LLC
AUM
$114M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at TAURUM RETIREMENT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: REFERRAL/SOLICITOR FEES
Regulatory
SEC/IARD CRD# 4131485
Firm CRD# 282017
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Verlin Sollis offer?
Robert Verlin Sollis specializes in Financial Planning, Investment Management. Contact their office in MESA, Arizona for a consultation.
What are Robert Verlin Sollis's credentials?
Robert Verlin Sollis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Verlin Sollis located?
Robert Verlin Sollis is based in MESA, Arizona, working with TAURUM RETIREMENT PARTNERS, LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Robert Verlin Sollis charge for services?
Robert Verlin Sollis's firm is compensated through percentage of aum, other: referral/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAURUM RETIREMENT PARTNERS, LLC?
TAURUM RETIREMENT PARTNERS, LLC has approximately 2 employees and manages $114M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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