VB
Virginia A. Barkett
COMPASS CAPITAL INVESTMENTS LLC
Fincastle, VA 24090
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CRD#: 5502927
VB
Professional summary
Virginia Allen Barkett, who also goes by Margaret VIrginia Allen, Virgina Allen Barkett, is a registered financial advisor currently at COMPASS CAPITAL INVESTMENTS LLC located in Fincastle, Virginia.
Virginia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Virginia has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Margaret Virginia Allen | Virgina Allen Barkett
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. Virginia Barkett, Investment related; Sole Proprietor; Insurance Agent; 10/2016; Fincastle, VA; 10 HPM; 5 during securities trading; insurance sales and service. 2. Position: Member/Manager; FIRM: Hospitality; Investment Related: No; Location: Fincastle, VA; Description of the business: Hospitality related business including a Caf�, Pie Shoppe, wedding venue and event space; Responsibilities Duties: Owner and manager of the LLC; Start date with business: 2018-12-11; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10. 3. Rental Real Estate Investments; Investment related: No; Location: 10 W. Main Street Fincastle VA 24090 United States; Position Title: Member; Responsibilities Duties: None; Start date: 2020-04-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0. 4. Children's Book author (Ropeswing LLC since 10/02/2014) and Farm owner (Sunnyside Ranch LLC since 8/26/2008); Investment related: No; Location of the business: 10 W. Main Street Fincastle VA 24090 United States; Position Title: Author (Ropeswing LLC); Member (Sunnyside Ranch LLC) Responsibilities Duties: Author (Ropeswing LLC); none (Sunnyside Ranch LLC) Start date with business: 2020-04-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10;
CRS (Client Relationship Summary) - RIA
Click below to view Virginia Allen Barkett'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®
NoneExperience
Current
July 11, 2018 - Present
COMPASS CAPITAL INVESTMENTS LLC
Office #1: 10 W. Main St., Fincastle, VA 24090RIA
CRD#: 291911
Fincastle, VA
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.Highlighted states indicate IAR registrations
IAR
California(8/10/2018)
IAR
Florida(10/25/2018)
IAR
Georgia(7/8/2022)
IAR
Nevada(7/22/2019)
IAR
Texas(7/11/2018)
IAR
Virginia(7/17/2018)
Current Firm
CC
COMPASS CAPITAL INVESTMENTS LLC
COMPASS CAPITAL INVESTMENTS LLC
CRD#: 291911 / SEC#:
California
Registered Investment Advisory firm - (8/10/2018 Approved)Florida
Registered Investment Advisory firm - (10/25/2018 Approved)Georgia
Registered Investment Advisory firm - (7/8/2022 Approved)Nebraska
Registered Investment Advisory firm - (12/14/2020 Terminated)Nevada
Registered Investment Advisory firm - (7/22/2019 Approved)South Carolina
Registered Investment Advisory firm - (2/21/2023 Terminated)Texas
Registered Investment Advisory firm - (7/11/2018 Approved)Virginia
Registered Investment Advisory firm - (7/17/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10 W. Main St., Fincastle, VA 24090
Mailing Address
Po Box 853, Fincastle, VA 24090
Phone number
(540) 473-2746
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 164 |
| AUM (Assets Under Management) | $ 15,911,967 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
