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Paladin Research Report For:

Emily Robbins

Virginia Asset Group

CRPS®
607 Lynnhaven Parkway
Virginia Beach, VA 23452
757-747-2556

About Emily Robbins

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.

See Disclosures

General Information

Firm Start Year
  • 2005
No. of Employees
  • 20-49
CRD#
  • 5578551
Firm CRD#
  • 35371
States Licensed in
  • VA, NC, DC, OH, NY, NV, WA
Years of Experience in Financial Services
  • 17
Number of Years with Current Firm
  • 12
Work with the following types of clients
  • Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided
  • Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CRPS®
Securities Licenses
  • Series 66, Series 7
Insurance and Annuity Licenses
  • Health, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Firm Information

Assets Managed by Firm
  • $500,000,000

Compensation and Fees

Fee Structure
  • Fee-Based
Compensation Methods
  • Commissions, Flat Fee, Based on Assets

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1855707/paladinregistry-Virginia-Asset-Group-detailed-disclosure.html