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Qualifications of Financial Advisor in Norfolk

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Financial Advisors in Norfolk, Virginia
Financial Advisor Office Location Phone Number
Peter Workman,
Lineage Wealth Management, Inc
500 East Main Street,
Norfolk, VA  23510
(757) 313-1394
Arthur Grizzle,
Martello Investments, LLC
201 E. City Hall Ave,
Norfolk, VA  23510
(757) 337-3599
Emily Robbins,
Virginia Asset Group
2901 S. Lynnhaven Rd,
Virginia Beach, VA  23452
(757) 747-2556
Scott Henderson,
Financial Engines Advisors, LLC
277 Bendix Rd,
Virginia Beach, VA  23452
(757) 201-7444
Neal Richards,
Financial Engines Advisors, LLC
11815 Fountain Way,
Newport News, VA  23606
(757) 201-7444

Information on Qualified Financial Advisors in Norfolk

Qualifications CRD# 2871190
Series 6, 26, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 500 East Main Street,
Suite 1110,
Norfolk,
VA 
23510

Phone Number (757) 3131394

About Lineage Wealth Management, Inc

Lineage Wealth Management Incorporated's mission is to offer you Freedom, Peace Of Mind and a Trustworthy Relationship. This type of relationship is built by creating a consistently comprehensive pro-active high touch process with you so you can invest your time on having fun and enjoying your life. Experience Wealth Management the way it should be. We invite you to explore The Lineage Experience.



Qualifications CRD# 5685783
FirmCRD# 287730

Compensation/Fee I am a Fee-Only financial professional, Based on Assets


Office Location 201 E. City Hall Ave,
Suite 700,
Norfolk,
VA 
23510

Phone Number (757) 3373599

Artie is responsible for Martello's investment activities including portfolio management, strategy development, and supervision of the firm's research efforts. Prior to founding Martello, Artie was an Analyst with Vantage Consulting Group. At Vantage, Artie created strategies for the firm's asset management projects including fundamental models and systematic trading programs. In this capacity, he developed and managed the Vantage Tactical Fixed Income strategy, an ETF-based allocation program. Artie was also an Analyst in Vantage's investment consulting practice, where he worked on the investment team servicing institutional client accounts. In this role, Artie was responsible for portfolio analysis, risk monitoring, strategy recommendations, and investment research. Artie holds an MBA from the Mason School of Business at the College of William and Mary and a BA from Rollins College in Winter Park, Florida. He earned his Chartered Financial Analyst designation in 2016 and is a member of both the CFA Institute and the CFA Society Virginia.

About Martello Investments, LLC

Martello Investments is an investment advisor based in Norfolk, Virginia. We are a fee-only advisor and a fiduciary with an honest mission: to build better investment portfolios for our clients. We offer private wealth management services to individuals, institutional investors, companies, and trusts. Our strategies combine low-cost exchange-traded funds with advanced technology and active management designed to intelligently manage investor capital. We understand that there is no "one size fits all" investment approach, and that every investor has unique goals. We also know that you want more than just portfolio management from your advisor and that your portfolio is more than just a collection of investments. An investment portfolio represents a lifetime of hard work, dreams for the future, and financial security. We strive to help clients reach their many goals. We value our personal relationships with investors, and strive to provide transparency, liquidity, competitive fees, and our constant availability and attention. Choosing a financial advisor doesn't have to be stressful. If you're interested in learning more about us, give us a call to set up a no-pressure, free consultation.



Qualifications CRD# 5578551
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 2901 S. Lynnhaven Rd,
Suite 230,
Virginia Beach,
VA 
23452

Phone Number (757) 7472556

About Virginia Asset Group

We are a community based financial services firm serving our friends and neighbors. Our goal is to become part of our client's lives - to help their children attend college, and assist them in creating a comfortable retirement. Our clients hear from us frequently. The client is knowledgable about how their investments are performing. As client needs change, we are there to reassess their financial goals. In a world where technology makes it possible to do more in less time, some companies seem to think that personal attention is now obsolete. Virginia Asset Group believes that you deserve dedicated, committed, and personal service from an investment firm right here in your neighborhood. With Virginia Asset Group, you now have access to the complete range of brokerage services and expert professional advice for pursuing your financial goals--all from people you know and trust. Whether you're looking forward to a comfortable retirement, putting your children through college, or building a vacation home, we'll help you pursue your hopes and dreams. And since we're located right here in your local area, why not stop by our office and talk with us about your investments? It might just be the most rewarding neighborly advice you've ever received. Securities offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC.




Qualifications CRD# 4264288
FirmCRD# 104510
Series 7, 9, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 277 Bendix Rd,
Suite 150,
Virginia Beach,
VA 
23452

Phone Number (757) 2017444

Joined Financial Engines in 2005. Began his career in the financial services industry in 1994. Successfully completed the Series 7, 63, and 65 examination(s) administered by FINRA. Earned the Chartered Mutual Fund CounselorSM (CMFC®>) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Administration from Virginia Wesleyan College. Served eight years in the U.S. Navy as an electronics technician, referees high school and Pop Warner football games, and coaches Little League baseball. Married to Christina. They have two children: Rachel and Jarret. Scott enjoys Ohio State and Cleveland Browns football.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 3076587
FirmCRD# 104510
Series 7, 9, 10, 63

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 11815 Fountain Way,
Suite 300,
Newport News,
VA 
23606

Phone Number (757) 2017444

Joined Financial Engines in 2017. Began his career in the financial services industry in 1998. Successfully completed the Series 7, 9, 10, and 63 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Attended Morgan State University earning a Bachelor’s degree in Marketing. Has three children: Neal, Samuel and Miles who he enjoys spending quality time with.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



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