The Main Street Group

The Main Street Group (CRD# 175502) is a financial advisory firm headquartered in Glen Allen, VA. They manage $65,053,050 in 375 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $173,475
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, NC, NY, TX, VA

Financial Advisors at The Main Street Group
Showing 1 - 10 of 11 top financial advisors.
1
Lawrence E. Grimes
CRD#: 2165658
4510 Cox Road, Suite 102, Glen Allen, VA 23060
96
Wealthminder
score

Lawrence Grimes (CRD# 2165658) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 26 years of experience in the finance industry. Lawrence Grimes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lisa L. Roccaforte
CRD#: 2535949
4510 Cox Road, Suite 102, Glen Allen, VA 23060
96
Wealthminder
score

Lisa Roccaforte (CRD# 2535949) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 23 years of experience in the finance industry. Lisa Roccaforte has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles M. Williams
CRD#: 1143111
4510 Cox Road, Suite 102, Glen Allen, VA 23060
96
Wealthminder
score

Charles Williams (CRD# 1143111) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 20 years of experience in the finance industry.

4
Catherine S. Carlock
CRD#: 5263940
26 North Main Street, Lexington, VA 24450
93
Wealthminder
score

Catherine Carlock (CRD# 5263940) is an Investment Advisor Representative working at The Main Street Group in Lexington, VA and has over 10 years of experience in the finance industry.

5
Robert M. Loflin
CRD#: 1003156
1022 Commerce Street, Suite 20, Lynchburg, VA 24504
93
Wealthminder
score

Robert Loflin (CRD# 1003156) is an Investment Advisor Representative working at The Main Street Group in Lynchburg, VA and has over 33 years of experience in the finance industry.

6
Virginia A. Mylks
CRD#: 2354760
4510 Cox Road, Suite 102, Glen Allen, VA 23060
93
Wealthminder
score

Virginia Mylks (CRD# 2354760) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 24 years of experience in the finance industry.

7
Herbert D. Saunders
CRD#: 4643849
4510 Cox Road, Suite 102, Glen Allen, VA 23060
83
Wealthminder
score

Herbert Saunders (CRD# 4643849) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 14 years of experience in the finance industry.

8
Steven G. Crawford
CRD#: 1147573
4510 Cox Road, Suite 102, Glen Allen, VA 23060
74
Wealthminder
score

Steven Crawford (CRD# 1147573) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 34 years of experience in the finance industry.

9
Christopher L. Farver
CRD#: 5244099
4510 Cox Road, Suite 102, Glen Allen, VA 23060
71
Wealthminder
score

Christopher Farver (CRD# 5244099) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 10 years of experience in the finance industry.

10
Thomas A. Love
CRD#: 5339914
4510 Cox Road, Suite 102, Glen Allen, VA 23060
66
Wealthminder
score

Thomas Love (CRD# 5339914) is an Investment Advisor Representative working at The Main Street Group in Glen Allen, VA and has over 10 years of experience in the finance industry. Thomas Love has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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