Valerie Smithey
Professional Summary
Valerie Smithey, who also goes by Valerie Sue Jensen, Valerie Sue Phillips, Valerie Sue Smithey, Valerie S Smithey, was a registered financial advisor. Valerie was a previously registered financial professional and started their career in finance 1996 - 2026. Valerie had worked at 10 firms and has passed the Series 66, Series 63, Series 99TO, Series 52TO, SIE, Series 3, Series 7, Series 10, Series 26, Series 9, Series 53, Series 4, Series 24 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Valerie Sue Jensen, Valerie Sue Phillips, Valerie Sue Smithey, Valerie S Smithey
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
360 WEALTH MANAGEMENT, LLC | WEALTHFUL LLC | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TLL WEALTH MANAGEMENT, LLC | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH ADVISORS | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP WEALTH MANAGEMENT LLC | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE WEALTH MANAGEMENT | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BALDWIN FINANCIAL GROUP | BAKER RICHARDS WEALTH MANAGEMENT | BABIN & ASSOCIATES FINANCIAL ADVISORS | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ALEVO WEALTH MANAGEMENT | ALEVO FINANCIAL & INSURANCE AGENCY | ABSOLUTE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
3980 Old Milton Parkway, Alpharetta, GA 30005Phone Number
(678) 694-8770# of Employees
147SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,357AUM (Assets Under Management)
$1,064,821,925Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
360 WEALTH MANAGEMENT, LLC | WEALTHFUL LLC | TW WEALTH MANAGEMENT | TURNEY WEALTH MANAGEMENT, LLC | TOTAL FINANCIAL WEALTH MANAGEMENT | TLL WEALTH MANAGEMENT, LLC | TEAM N&L WEALTH MANAGEMENT | SYNERGIST PRIVATE WEALTH | SUNCREST WEALTH ADVISORS, LLC | STRATEGIC WEALTH ASSET MANAGEMENT, LLC | SRS WEALTH MANAGEMENT | SMART WEALTH MANAGEMENT | SBC WEALTH MANAGEMENT | ROSE FINANCIAL MANAGEMENT | RETIREMENT PLANNERS OF TEXAS | RETALLICK WEALTH MANAGEMENT | REISING FINANCIAL | PRESERVATION FINANCIAL GROUP | MUNDT WEALTH MANAGEMENT | MTD WEALTH MANAGEMENT | MITCHELL WEALTH MANAGEMENT, LLC | MIPRO WEALTH MANAGEMENT | MESSINA'S WEALTH ADVISORS | MARATHON GROUP WEALTH MANAGEMENT | LEGACY GROUP WEALTH MANAGEMENT | LEGACY 360 WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT, LLC | KNEPP WEALTH MANAGEMENT | INVESTSAFE FINANCIAL | INTEGRITY PRIVATE WEALTH, LLC | HYBRID WEALTH MANAGEMENT | HARPER WEALTH MANAGEMENT | GRIMES FINANCIAL GROUP | GREAT LAKES WEALTH MANAGEMENT, LLC | GREAT LAKES WEALTH MANAGEMENT | GRADY GROUP WEALTH MANAGEMENT LLC | GIBBS WEALTH MANAGEMENT, LLC | FUTURE FOCUS WEALTH MANAGEMENT | FLYING EAGLE WEALTH MANAGEMENT | FINANCIAL RESOURCES GROUP | FINANCIAL ALLIANCE & INSURANCE SOLUTIONS | FDT WEALTH MANAGEMENT, INC. | FAIRBRIDGE CAPITAL MANAGEMENT | EVERGREEN TEAM WEALTH MANAGEMENT, LLC | DIVERSIFIED WEALTH MANAGEMENT | COSAINT ADVISORS, LLC | CORNERSTONE WEALTH & TAX ADVISORY GROUP | COMPASS WEALTH MANAGEMENT | BILL SMITH WEALTH MANAGEMENT, LLC | BEACON WEALTH MANAGEMENT | BALDWIN FINANCIAL GROUP | BAKER RICHARDS WEALTH MANAGEMENT | BABIN & ASSOCIATES FINANCIAL ADVISORS | AMERICAN PRINCIPAL WEALTH MANAGEMENT | ALLEN WEALTH & ASSET MANAGEMENT | ALEVO WEALTH MANAGEMENT | ALEVO FINANCIAL & INSURANCE AGENCY | ABSOLUTE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2023About the Series 26 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Oct 1998Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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