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Robert Gregory Wigfield

Selective Wealth Management, Inc.

Forest, VA

CRD 7277469

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Employer firm

Selective Wealth Management, Inc. CRD 164882

$455M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-15
VA RA APPROVED 2020-07-17
  • TX RA
    APPROVED
    Since 2021-06-15
  • VA RA
    APPROVED
    Since 2020-07-17

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Selective Wealth Management Forest VA 04/2020 Present
Birddog Group, Llc Lynchburg VA 11/2018 03/2020
Liberty University Lynchburg VA 08/2015 12/2018
Synopsys, Inc Sterling VA 06/2018 08/2018
Selective Wealth Management Forest VA 01/2023 Present
  • 04/2020 → Present
    Selective Wealth Management
    Forest, VA
  • 11/2018 → 03/2020
    Birddog Group, Llc
    Lynchburg, VA
  • 08/2015 → 12/2018
    Liberty University
    Lynchburg, VA
  • 06/2018 → 08/2018
    Synopsys, Inc
    Sterling, VA
  • 01/2023 → Present
    Selective Wealth Management
    Forest, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-01
  • S65 Uniform Investment Adviser Law Examination
    2020-07-01
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
HSC WEALTH ADVISORS
YORKTOWN MANAGEMENT AND RESEARCH CO INC

Nearby Investors

WILLIAM MICHAEL HERBERT
JUSTIN MILES VICTOR
JOEL ERIK BENGDS

Nearby Offices

OSAIC INSTITUTIONS, INC. · FOREST, VA
HSC WEALTH ADVISORS · FOREST, VA
YORKTOWN MANAGEMENT AND RESEARCH CO INC · FOREST, VA

More in Forest, VA

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