• Data Management

  • Excel, Word, other MS programs

  • CRM - Salesforce, Redtail and others

  • Social Media Marketing

  • Research

  • Morningstar Workstation

  • Client followup and appt setting

  • Processing Custodian Paperwork (i.e. TD, Schwab, Fidelity and others)

  • Creation of PDF fillable forms

  • Use of cloud based systems

  • Support and Training of Staff

  • Skype, google Voice, other apps

  • Video conferencing, Zoom

All About Our Team

Areas we can benefit you

  • Bachelors Degree Human Services and Counseling with a Minor in Economics

  • Certified Financial Educator - CFE - The Heartland Institute, Denver Co

  • 16+ years in the Financial Industry​ 

  • Licensed Assistant for an Independent Broker via Securities America Inc,

  • The Entrust Group facilitating Alternative investments within IRAs.

  • Held my Series 66 til 2012 - am now studying for my 65 - Again!!

  • Held my NV Insurance License until 2013

  • Alternative Investment Processes 

  • Active in my Christian Community where ever I go.

Knowledge Base & Skills

Call to discuss your needs: +1.512.648.6650

We have been working in the Financial Industry since 2001.  Darcel worked for the first 11 years as Licensed  Brokers Assistant, next 2 years for The Entrust Group facilitating alternative investments for clients and client services in Reno, NV. Moved to St. Peters, Mo after the housing industry tanked.   This is where Va At Large came to be.  Affiliating with  Dynamic Wealth Advisors and, supporting a number of their advisors.  In 2014 Texas was offering a better business environment and with our growth Jessica joined the team as partner and we have been building ever since.  We would love the opportunity to help your advisory or small business become more successful.  Outsourcing administrative services frees you up to do what you do best. 

VA at Large

Assisting Financial Advisors and small businesses in your growth and success