Valerie J. Lasher-adelman
Professional summary
Valerie Jeanne Lasher-adelman, who also goes by Valerie Jeanne Adelman, Valerie Jeanne Lasher, Valerie Lasher, Valerie Jeanne Lasheradelman, is a registered financial advisor currently at WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC. located in Boca Raton, Florida.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Valerie has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Jeanne Lasher-adelman's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2023 - Present
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
August 31, 2021 - June 30, 2023
FINANCIAL ASSET MANAGEMENT CORP
January 26, 1988 - September 30, 2008
AVANTAX INVESTMENT SERVICES, INC.
November 21, 1984 - December 8, 1987
BERKSHIRE EQUITY SALES, INC.
Primary Firm SEC Registration
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD#: 105959 / SEC#: 801-31084
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2024)
(7/19/2023)
Exams
Current Firm
WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD#: 105959 / SEC#: 801-31084
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 557 |
| AUM (Assets Under Management) | $ 320,702,874 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 07/31/2023 |
Red Flags
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