Stephen Saal (CRD# 722237) is an Investment Advisor Representative working at Virginia Wealth Management Group, Inc. in Virginia Beach, VA and has over 43 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virginia Wealth Management Group, Inc. | Virginia Beach, VA | Feb 2021 - Current | 3 |
| Wells Fargo Advisors Financial Network LLC | Virginia Beach, VA | May 2009 - Feb 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1981 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- VA
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Total Assets Under Management300MILLIONS
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Total Number of Accounts371ACCOUNTS
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Average Account Value$808,525
- A percentage of assets under your management
- Hourly charges
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, TX, VA
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