Advisor at Fredericksburg Financial Planning Services, Inc
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Firm
Fredericksburg Financial Planning Services, Inc
Location
Fredericksburg, VA 22401
Credentials
Series 63
Industry experience
43 years
Virgil Folden is a financial advisor with Fredericksburg Financial Planning Services, Inc. in Fredericksburg, VA, holding a Series 63 designation and over 43 years of industry experience. He has worked at Saxony Securities and Sandlapper Securities, and has been involved with Fredericksburg Financial Services since 1982. Outside of advisory work, he serves as a Board Chairman for the Spotsylvania County Board of Equalization, is President of the Finance Committee at Trinity Episcopal Church, and coaches middle school football. Fredericksburg Financial Planning Services serves individual clients, including high-net-worth individuals and business owners, providing comprehensive financial planning in areas such as retirement, tax, risk management, and estate planning. The firm takes a long-term investment approach, offering clients choice in transaction execution without taking custody of assets or using percentage-of-assets billing. The principal also provides tax preparation and financial analysis for divorce cases, combining advisory services with product sales in a manner uncommon among independent solo advisors.
Based on Fredericksburg Financial Planning Services, Inc
Commissions received from purchase of investment and insurance products
$100 per hour
Fee-only: $100 per hour
700 Princess Anne Street
Fredericksburg, VA 22401
Virginia
Saxony Securities
2019 - Present (7 years)
Sandlapper Securities, LLC
2011 - 2019 (8 years)
James Monroe High School
2004 - Present (22 years)
Fredericksburg Financial Services, Inc.
1982 - Present (44 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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