AdvisorOS Directory
Claim Profile
RT

Robert Gary Topping

COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS·WILLIAMSBURG, Virginia
Unclaimed Profile
351 MCLAWS CIRCLE, WILLIAMSBURG, VA 23185CRD# 1109749Firm CRD# 122587
01

About

Robert Gary Topping is a registered financial advisor based in WILLIAMSBURG, Virginia, affiliated with COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS
AUM
$163M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1109749
Firm CRD# 122587
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSBURG?

Browse all registered financial advisors in WILLIAMSBURG, Virginia or claim this profile if it's yours.

Browse WILLIAMSBURG AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Gary Topping offer?
Robert Gary Topping specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSBURG, Virginia for a consultation.
What are Robert Gary Topping's credentials?
Robert Gary Topping is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Gary Topping located?
Robert Gary Topping is based in WILLIAMSBURG, Virginia, working with COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS. Their office serves clients in the WILLIAMSBURG metropolitan area and surrounding communities.
How does Robert Gary Topping charge for services?
Robert Gary Topping's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS?
COVENANT WEALTH MANAGEMENT, LTD DBA COVENANT WEALTH ADVISORS has approximately 3 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WILLIAMSBURG
David Eugene Bush — PBMARES WEALTH MANAGEMENT LLCDaniel Joseph Bender — PBMARES WEALTH MANAGEMENT LLCJohn Herbert Hunt — CHESAPEAKE FINANCIAL GROUP INCJeffrey Michael Szyperski — CHESAPEAKE FINANCIAL GROUP INCChristopher Michael Sikes — CHESAPEAKE FINANCIAL GROUP INC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile