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Stephen Raymond Saal

Virginia Wealth Management Group, Inc.

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About Stephen Raymond Saal

Stephen Saal has been a registered representative in the securities industry for over 40 years. He is currently registered with Virginia Wealth Management Group, Inc. and previously worked with Wells Fargo Advisors Financial Network, LLC. Stephen has a comprehensive understanding of the financial markets and provides a range of services including financial planning, portfolio management, and pension consulting. Stephen Saal is dedicated to helping clients achieve their financial goals.

Firm Information

Stephen Saal is currently registered with Virginia Wealth Management Group, Inc.. Virginia Wealth Management Group, Inc. is a Virginia Beach, VA-based registered investment advisor with approximately $299,962,729 in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations. They also provide selection of other advisors services.
Virginia Wealth Management Group, Inc.

4460 CORPORATION LANE

VIRGINIA BEACH, VA 23462

$299.96M

Assets Under Management

5

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen Saal’s Registration & Firm History

VA

02/11/2021 - Present

Virginia Wealth Management Group, Inc. (VIRGINIA BEACH VA)

VA

05/05/2006 - 02/12/2021

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (VIRGINIA BEACH VA)

VA

06/15/2002 - 05/05/2006

WACHOVIA SECURITIES, LLC (NORFOLK VA)

NC

09/17/1997 - 06/15/2002

WACHOVIA SECURITIES, INC. (CHARLOTTE NC)

NY

12/21/1987 - 09/23/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

06/26/1984 - 01/14/1988

E. F. HUTTON & COMPANY INC

NA

01/19/1981 - 05/29/1984

WHEAT, FIRST SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/22/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/1983

Series 3 - National Commodity Futures Examination

BC

Issued 01/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Stephen Raymond Saal. Review regulatory record here.
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