Virginia Harriett
Virginia Harriett is a CFP-designated registered investment advisor at Capital Analysts, based in Marlton, NJ, with 43 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
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Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Virginia owns two short-term rental properties and is on the local board of directors for a professional group. She also sells fixed annuities for Oxford Life, is the Chair of her church's Administrative Council, and is the executrix of an estate, dedicating minimal time to each of these activities except for the estate, which takes a few hours per week.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
First Investors CorporationBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.