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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 offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. |
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General Information |
| Years of Experience in Financial Services: |
17
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| States Licensed in: |
VA, NC, DC, OH, NY, NV, WA
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| Number of Years with Current Firm: |
12
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations
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| Advisory Services Provided: |
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CRPS®
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| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Disability
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Firm Information |
| Assets Managed by Firm: |
$500,000,000
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee, Commissions
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Frequently Asked Questions |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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Will you be the only person working with me? |
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Do you offer any guaranteed results? |
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Have you ever been charged with any breaches? |
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What services do you offer? |
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Investment advisement on individual and business accounts, including individual and joint accounts, IRAs, 529 plans, and business retirement plans. |
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How do you charge for your services? |
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I work with clients on either a commission-only platform or a fee-based platform. Depending on what is best for the client is how I proceed with the compensation |
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What kind of plans do you specialize in? |
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401(k), 403(b), SEP and SIMPLE IRAs |
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Do you have a minimum requirement for number of employees or total investment value? |
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What type of plans do you offer? |
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401(k), 403(b), SEP, and SIMPLE |
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