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WC

William E. Comer

VALLEY INVESTORS
ROANOKE, VA 24011
Some features on this profile are disabled
CRD#: 2893042
WC

Professional summary

William Edward Comer, who also goes by Ted Comer, Teddy Comer, is a registered financial advisor currently at VALLEY INVESTORS CORPORATION located in Roanoke, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ted Comer | Teddy Comer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Edward Comer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 31, 1998 - Present

VALLEY INVESTORS CORPORATION

Office #1: 21 Franklin Rd. Suite 300, Roanoke, VA 24011
RIA
CRD#: 117306
ROANOKE, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Virginia
(3/31/1998)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/10/1997
Uniform Investment Adviser Law Examination

Current Firm

VI
VALLEY INVESTORS CORPORATION
VALLEY INVESTORS CORPORATION

CRD#: 117306 / SEC#:

Virginia
Registered Investment Advisory firm - (11/29/1995 Approved)
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Contact information

Main Address
451 Mcclanahan St. Suite 300, Roanoke, VA 24014
Mailing Address
Phone number
(540) 342-5098
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts20
AUM (Assets Under Management)$ 2,614,724

Red Flags

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.

Company Information

VALLEY INVESTORS CORPORATION

CRD#: 117306Roanoke, VA 24011

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