wiseradvisor

Emily Robbins
Virginia Asset Group

Tel: (757) 747-2556
607 Lynnhaven Parkway
Virginia Beach, VA 23452

Experience Confidence Dedication Commitment

Virginia Asset Group | Financial Advisor in Virginia Beach ,VA

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 knowledgeable 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.


General Information

Firm Start Year:   2005
No.of Employees:   20-49
States Licensed in:   VA, NC, DC, OH, NY, NV, WA
Number of Years with Current Firm:   12
I work with the following types of clients:   Businesses, Non-Profit Organizations, Individual Investors


Services

Investment Types:   Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), FOREX & Currency, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via phone, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Variable Annuity, Disability, Health, Long Term Care, Variable Life

Firm Information

Assets Managed by Firm:   $500,000,000


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Compensation Methods:   Commissions, Based on Assets, Flat Fee



Faqs

  • What services do you offer? Investment advisement on individual and business accounts, including individual and joint accounts, IRAs, 529 plans, and business retirement plans.
  • Will you be the only person working with me? Yes.
  • How are you compensated? How will I pay for your services? I work with clients on either a commission only platform or a fee-based platform. Depending on what is best for the client is how I proceed with the compensation
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? Yes
  • Do you offer any guaranteed results? No
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Emily Robbins

Emily Robbins

CRPS®, Professional in Financial Planning

Emily received a Bachelor of Arts from James Madison University in 2002. She has been in the banking and finance industry for over 15 years. She received her Professional Financial Planner Certificate from Old Dominion University in 2007. Emily has also successfully completed the Private Wealth Sales School from the Cannon Financial Institute in 2008. She received her Charter Retirement Plans Specialist designation in 2016. Emily currently holds her Series 7 and 66 registrations as well as her personal insurance licenses for life, health, long term care and disability insurance.

She began her financial career in the retail branches of local community banks. Emily was then elevated to the Trust department within a bank which allowed her to gain experience on the facets of proper estate, financial and retirement planning. She places an emphasis on working with individual investors, corporate clients and retirement plans. Emily enjoys helping clients achieve their financial goals and she provides the personal attention all clients deserve.

Emily lives in Chesapeake with her husband, Michael and her children, William and Lily. Emily is also involved in a number of organizations outside the office. She currently serves on the Southeastern Virginia Community Foundation and Girls on the Run boards. She has been active with the Norfolk Court Appointed Special Advocates and the Cape Henry Collegiate School Alumni boards in previous years.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM