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Virginia Beach, VA 23452
757-747-2556
Experience Confidence Dedication Commitment
About Virginia Asset Group
We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgeable about how their investments are performing. As client needs change, we are there to reassess their financial goals.
In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust.
Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
See Disclosures
General Information
Firm Start Year
2005
No. of Employees
20-49
CRD#
5578551
Firm CRD#
35371
Name of Broker/Dealer
LPL Financial
States Licensed in
VA, NC, DC, OH, NY, NV, WA
Years of Experience in Financial Services
17
Number of Years with Current Firm
12
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management
Services
Investment Types
FOREX & Currency, Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Our Office, Phone, Your Office
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPS®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability
Firm Information
Assets Managed by Firm
900,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Commissions, Flat Fee, Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1855707/retirementplanning-Virginia-Asset-Group-detailed-disclosure.html