FIND A VALENTINE VENTURES, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 135060
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for VALENTINE VENTURES, LLC Comes From
Understanding the Statistics for VALENTINE VENTURES, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
550 Sw Industrial Way Suite 201, Bend, OR 97702
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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The Importance of Understanding a Firm’s Role when Evaluating an Advisor
How Do I Determine Which Firm to Work With?
Advisor's working at VALENTINE VENTURES, LLC
Frank Horace Moore III
IAR
RR
CRD#: 1552208
Location:
Greenwich, CT 06830
Company:
UBS FINANCIAL SERVICES INC.
Disclosures:
Experience:
39 years
RA
Robert Armendariz III
IAR
RR
CRD#: 6643582
Location:
San Antonio, TX 78230
Company:
EAGLE STRATEGIES LLC
Disclosures:
Experience:
8 years
JD
Janai N Deitt
IAR
RR
CRD#: 7608490
Location:
Mckinney, TX
Company:
THRIVENT INVESTMENT MANAGEMENT INC.
Disclosures:
Experience:
2 years
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