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
Virginia Estate And Retirement Planning Advisors, Inc.
By the Numbers
-
Total Assets Under Management66MILLION
-
Total Number of Accounts278ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
VA
Financial Advisors at Virginia Estate And Retirement Planning Advisors, Inc.
1
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.
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