Virginia
Mylks

The Main Street Group

CRD#2354760
Investment Advisor
in Glen Allen, VA

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About this Advisor

Virginia Mylks is a financial advisor based out of Glen Allen, Virginia who has 8 years of relevant experience. Mylks is on the advisory team at The Main Street Group. The advisor has gained experience at Virginia Ins. Associates, Inc, Lpl Financial LLC and The Main Street Group. Mylks holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. The Main Street Group is a financial advisory business that has its headquarters in Glen Allen, VA. The investment advisory business has a total of 13 financial advisors. It has $224 million in total assets among its 1,648 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises four charities and foundations. Of its 1,648 customer accounts, just 12% belong to high-net-worth investors who have at least $1 million in investable assets. The Main Street Group has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the type of services. Fees billed by The Main Street Group may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4510 Cox Road Suite 102
Glen Allen, VA 23060

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The Main Street Group Brokerage Details

Total Assets Under Management

$224,117,308

VA Average: $1,835,309,194
Total Number of Employees

13

VA Average: 32
Total Number of Accounts

1,648

VA Average: 1,458
Average Account Size

$135,994

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Virginia Mylks Work History

Virginia has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

The Main Street Group

2006 - Present (18 years)

Lpl Financial LLC

1989 - Present (35 years)

Virginia Ins. Associates, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Virginia Mylks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Main Street Group

Robert Showalter
Glen Allen, VA
Thomas Love
Glen Allen, VA
Lisa Roccaforte
Glen Allen, VA
Craig Heah
Glen Allen, VA
John Spiers
Glen Allen, VA
Lawrence Grimes
Glen Allen, VA
Steven Crawford
Glen Allen, VA
Virginia Mylks
Glen Allen, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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