Valerie D. De Vol
Professional summary
Valerie Dawn De Vol, who also goes by Valerie Dawn Barrett, Valerie Dawn Devol, is a registered financial advisor currently at ASSEMBLY WEALTH located in Mill Valley, California.
Valerie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Valerie has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Valerie Dawn De Vol's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2007 - Present
ASSEMBLY WEALTH
Office #1: 319 Miller Avenue, Mill Valley, CA 94941February 23, 2005 - August 31, 2016
PROSPERA FINANCIAL SERVICES, INC.
June 27, 2000 - February 17, 2005
PEACOCK, HISLOP, STALEY & GIVEN, INC.
Primary Firm SEC Registration
ASSEMBLY WEALTH
CRD#: 108834 / SEC#: 801-57629
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/5/2007)
Exams
Current Firm
ASSEMBLY WEALTH
CRD#: 108834 / SEC#: 801-57629
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 568 |
| AUM (Assets Under Management) | $ 432,943,158 |
Red Flags
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Company Information
ASSEMBLY WEALTH
CRD#: 108834Mill Valley, CA 94941TRUST BUT VERIFY
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