DC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
75 advisors
Number of Clients
105 clients
Average Client Portfolio
$514.1M average
Assets Under Management
$54.0B
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Advisor Information
Office location
Glen Allen, VA
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Virtus Investment Advisers, LLC
April 2012 - Present · 13 yrs 9 mos
Vp Distributors LLC
August 2004 - Present · 21 yrs 5 mos
Vp Distributors LLCBroker
August 2004 - Present · 21 yrs 5 mos
Previous Registrations
Ing Financial Advisers, LLC
August 2003 - August 2004 · 1 yr
Ing Financial Advisers, LLCBroker
July 2001 - August 2004 · 3 yrs 1 mo
American Express Financial Advisors INC. Broker
January 2000 - June 2001 · 1 yr 5 mos
Ids Life Insurance CompanyBroker
January 2000 - June 2001 · 1 yr 5 mos
State Registrations4 states
CTDCVAWV
AdvisorBroker
Exams
No exam information available for this advisor.