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Valerie L. Chaille

Some features on this profile are disabled
CRD#: 4698138
VC

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Valerie Lynn Chaille, who also goes by Valerie Lynn Buck, Valerie Lynn Porter, was a registered financial professional .

Valerie is a previously registered financial professional and started their career in finance in 2003. Valerie had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Valerie Lynn Buck | Valerie Lynn Porter

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 16, 2018 - June 5, 2020

YOUR LIFE INC

RIA
CRD#: 298663
INDIANAPOLIS, IN
Past

July 14, 2016 - April 2, 2018

CIRCLE CITY WEALTH ADVISORS LLC

RIA
CRD#: 283904
INDIANAPOLIS, IN
Past

October 1, 2007 - August 2, 2018

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
INDIANAPOLIS, IN
Past

October 1, 2007 - August 2, 2018

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
INDIANAPOLIS, IN
Past

June 1, 2005 - October 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
FISHERS, IN
Past

June 1, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

June 1, 2005 - October 12, 2007

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
FISHERS, IN
Past

July 7, 2004 - December 31, 2004

GENEOS WEALTH MANAGEMENT, INC.

RIA
CRD#: 120894
INDIANAPOLIS, IN
Past

July 7, 2004 - December 31, 2004

GENEOS WEALTH MANAGEMENT, INC.

BD
CRD#: 120894
ENGLEWOOD, CO
Past

November 6, 2003 - June 22, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
INDIANAPOLIS, IN
Past

October 17, 2003 - June 22, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2003
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/16/2003
General Securities Representative Examination

Current Firm

YL
YOUR LIFE INC
YOUR LIFE INC

CRD#: 298663 / SEC#:

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Contact information

Main Address
8440 Woodfield Crossing Blvd Ste 490, Indianapolis, IN 46240
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

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

YOUR LIFE INC

CRD#: 298663

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