VM
VM

Virginia Mylks

32 Years of Experience
Glen Allen, VA
Sells Insurance

Virginia Mylks is a registered investment advisor at The Main Street Group, based in Glen Allen, VA, with 32 years of industry experience. Virginia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 765 clients with $520M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
765 clients
Average Client Portfolio
$674K average
Assets Under Management
$515.3M

Fee Structure

The Main Street Group charges a fee based on the value of your portfolio. The specific percentage is outlined in your agreement. The more assets managed, the lower the percentage fee may be. Fees are deducted from your account quarterly or monthly. The firm may charge a lower fee, a flat fee, or waive the fee entirely based on various factors.

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Location

4510 Cox Road, Suite 102, Glen Allen, VA, 23060

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Virginia is involved with several insurance-related businesses, including Virginia Insurance Associates, United Insurance Professionals, VIAFINANCIALSOLUTIONS.COM, Integrated Insurance Solutions, Inc., and VIA, inc Financial Solutions. She also works with The Main Street Group as an Investment Advisor Representative (IAR) and for LPL business, dedicating about half her time to these activities.

Employment History
Current Registrations
The Main Street Group
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
LPL Financial LLCBroker
January 2006 - December 2017 · 11 yrs 11 mos
LPL Financial LLC
January 2006 - November 2015 · 9 yrs 10 mos
Jefferson Pilot Securities CORP
May 1996 - January 2006 · 9 yrs 8 mos
Jefferson Pilot Securities CorporationBroker
January 1995 - January 2006 · 11 yrs
Fortis Investors, INC.Broker
May 1993 - January 1995 · 1 yr 8 mos
State Registrations1 state
VA
Advisor

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.

Exams
No exam information available for this advisor.