Virginia Estate And Retirement Planning Advisors, Inc.

Virginia Estate And Retirement Planning Advisors, Inc. (CRD# 151510) is a financial advisory firm headquartered in Glen Allen, VA. They manage $66,022,000 in 278 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4870 Sadler Road, Suite 300, Glen Allen, VA 23060
https://www.facebook.com/myverpa
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $237,489
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Virginia Estate And Retirement Planning Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Marshall, financial advisor Glen Allen VA
Thomas P. Marshall
CRD#: 1941207
4870 Sadler Road, Suite 300, Glen Allen, VA 23060

Thomas Marshall (CRD# 1941207) is an Investment Advisor Representative working at Virginia Estate And Retirement Planning Advisors, Inc. in Glen Allen, VA and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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