Virgil A. Folden

FREDERICKSBURG FINANCIAL PLANNING SERVICES,

FREDERICKSBURG, VA 22401

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CRD#: 1067585

Professional summary

Virgil Alvis Folden, CFP®, who also goes by Val Folden, VIrgil Alvis Folden III, Virgil Alvis III Folden, is a registered financial advisor currently at FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC located in Fredericksburg, Virginia and SAXONY SECURITIES, INC. located in Fredericksburg, Virginia.

Virgil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Virgil has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Val Folden | Virgil Alvis Folden Iii | Virgil Alvis Iii Folden

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)Frederickburg Financial Planning Services, Inc., DBA for investment-related activity. 2)Frederickburg Financial Planning, non-investment related, 700 Princess Anne Street, Fredericksburg, VA 22401, tax preparation, owner, started Jan. 1 1985, 80 hours per month during trading hours, duties include preparing taxes. 3)Various Insurance Companies, investment related business,700 Princess Anne Street, Fredericksburg, VA, 22401, Non-variable Insurance Sales. 4)Financial and Tax Analysis for Divorce Clients; Investment related, 700 Princess Anne Street Fredericksburg, VA 22401, Divorce Analyst, Certified Financial Divorce Analyst, Started on Jan. 1 1998, 100 hour per month during trading hours, duties include testifying at mediation and litigation hearings for clients. 6)Board of Equalization Spotsylvania Virginia, non-investment related, 9104 Courthouse Road, Spotsylvania, VA 22553, Real Estate Assessments, Board Chairman, Started Jan. 1 2008, 7 hours per month during trading hours, duties include reviewing Appeals of Real Estate Asssessments by Spotsylvania Court. 7)Trinity Episcopal Church; non-investment related; 825 College Av, Fredericksburg, VA 22401; Church Finance Committee; President; Started 1/2024; 4 hours per month during non-trading hours; duties include bill payment, budgeting, and annual giving campaign. 8)Edward E. Drew Middle School Football Coach, non-investment related, 501 Cambridge St, Fredericksburg, VA 22405., coaching, Starts July 2022, 20 hours per month during non-trading hours, duties include Head Football coaching.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Virgil Alvis Folden's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

May 10, 1989 - Present

FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC

Office #1: 700 Princess Anne Street, Fredericksburg, VA 22401

RIA

CRD#: 117001

FREDERICKSBURG, VA

Current

July 19, 2019 - Present

SAXONY SECURITIES, INC.

Office #1: 700 Princess Anne Street, Fredericksburg, VA 22401

CRD#: 115547

Fredericksburg, VA

Past

August 25, 2011 - June 27, 2019

SANDLAPPER SECURITIES, LLC

CRD#: 137906

FREDERICKSBURG, VA

Past

September 26, 2005 - August 25, 2011

CAPWEST SECURITIES, INC.

CRD#: 30002

FREDERICKSBURG, VA

Past

October 4, 2001 - October 11, 2005

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

Past

January 19, 1983 - September 8, 2001

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

December 7, 1982 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(11/5/2019)

New Hampshire
(11/5/2019)

North Carolina
(7/19/2019)

Texas
(3/28/2023)

IAR

Virginia
(5/10/1989)

Virginia
(7/19/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/21/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/1986

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 6/13/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/6/1982

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC

CRD#: 117001 / SEC#:

Virginia

Registered Investment Advisory firm - (2/17/1988 Approved)

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Contact information

Main Address

700 Princess Anne Street, Fredericksburg, VA 22401

Mailing Address

Phone number

(540) 371-1177

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Virgil A. Folden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Virgil Alvis Folden's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

SANDLAPPER SECURITIES, LLC

CAPWEST SECURITIES, INC.

UNITED SECURITIES ALLIANCE, INC.

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 2/21/1983

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/18/1986

Series 22

Date: 6/13/1983

Series 6

Date: 12/6/1982

FINRA

Current Firm

FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC

Contact information

Documents

Red Flags

Company Information

FREDERICKSBURG FINANCIAL PLANNING SERVICES, INC

TRUST BUT VERIFY

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