Virginia Cates Irby
Investment adviser representative at Cetera Planning Partners
22 yearsExperience
1 stateRegistered in
$4.2BFirm assets
22 yearsFirm in business
Are you Virginia Cates Irby? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Avantax Investment Services Inc.Aug 2025 to now
- Whaley Hammonds, P.C.Mar 2025 to now
- Gulf Breeze Enterprises, Inc.Feb 2020 to now
- The Planters Warehouse & Lumber CoJan 2020 to now
- Avantax Planning PartnersAug 2025 to Sep 2026
- Cape Securities IncSep 2010 to Jun 2025
- Hargrave, Freeman & LetoJan 2004 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (GA).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2279762
- Firm CRD
- 129625