Bradford J. Valentine

VALENTINE INVESTMENTS

Dallas, TX 75230

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CRD#: 4280330

Professional summary

Bradford Jeffrey Valentine is a registered financial advisor currently at VALENTINE INVESTMENTS, LLC located in Dallas, Texas.

Bradford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Bradford has worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bradford Jeffrey Valentine'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

June 18, 2010 - Present

VALENTINE INVESTMENTS, LLC

Office #1: 5310 Harvest Hill Road Suite 227, Dallas, TX 75230

RIA

CRD#: 153898

Dallas, TX

Past

February 13, 2009 - June 22, 2010

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

DALLAS, TX

Past

February 13, 2009 - June 22, 2010

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

DALLAS, TX

Past

November 29, 2000 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DALLAS, TX

Past

October 24, 2000 - February 17, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DALLAS, TX

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

Texas
(6/18/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/28/2000

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/2000

General Securities Representative Examination

Current Firm

VALENTINE INVESTMENTS, LLC

ALBRIGHT WEALTH MANAGEMENT, LLC | VALENTINE INVESTMENTS, LLC

CRD#: 153898 / SEC#: 801-71468

RIA

Registered Investment Advisory firm - (7/12/2012 Terminated)

Texas

Registered Investment Advisory firm - (5/18/2012 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5310 Harvest Hill Road Suite 227, Dallas, TX 75230

Mailing Address

Phone number

(214) 363-4865

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	95
AUM (Assets Under Management)	$ 30,666,007

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.

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Bradford J. Valentine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradford Jeffrey Valentine's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALENTINE INVESTMENTS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 11/28/2000

Series 7

Date: 10/23/2000

Current Firm

VALENTINE INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VALENTINE INVESTMENTS, LLC

TRUST BUT VERIFY

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