Angela M. Valentine

UNIQUE INVESTMENT ADVISORS

Phoenix, AZ

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CRD#: 6018300

Professional summary

Angela Marie Valentine, who also goes by Angela Marie Ashley, is a registered financial advisor currently at UNIQUE INVESTMENT ADVISORS, LLC located in Phoenix, Arizona.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Angela has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Angela Marie Ashley

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.

1) UNIQUE BUSINESS PLANNING, LLC; INVESTMENT RELATED; 3515 E. Cherokee St. 85044 PHOENIX, AZ; FORMED FOR PERSONAL FINANCIAL PURPOSES; MEMBER/INSURANCE AGENT; OCTOBER 2014; APPROX 120 HOURS/MONTH, ALL DURING TRADING HOURS ARE SPENT ON THIS ACTIVITY EACH MONTH. 2) SONORAN SKY 1103 LLC; NON-INVESTMENT RELATED;3515 E. Cherokee St. 85044 PHOENIX, AZ; MEMBER; JANUARY 2018; APPROX 10 HOURS/MONTH, ALL DURING TRADING HOURS ARE SPENT ON THIS ACTIVITY EACH MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie 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

September 1, 2020 - Present

UNIQUE INVESTMENT ADVISORS, LLC

RIA

CRD#: 310170

Phoenix, AZ

Past

March 12, 2012 - December 31, 2020

LIFETYME FINANCIAL ADVISORS, LLC

RIA

CRD#: 159809

PHOENIX, AZ

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

Arizona
(9/1/2020)

IAR

California
(10/9/2020)

IAR

Tennessee
(4/30/2025)

IAR

Wisconsin
(2/27/2025)

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 65

Date: 9/30/2011

Uniform Investment Adviser Law Examination

Current Firm

UNIQUE INVESTMENT ADVISORS, LLC

CRD#: 310170 / SEC#:

Arizona

Registered Investment Advisory firm - (9/1/2020 Approved)

California

Registered Investment Advisory firm - (10/9/2020 Approved)

Tennessee

Registered Investment Advisory firm - (4/29/2025 Approved)

Wisconsin

Registered Investment Advisory firm - (2/26/2025 Approved)

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Contact information

Main Address

Phoenix, AZ

Mailing Address

Phone number

(480) 805-0970

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.

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Angela M. Valentine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Valentine's CRS (Customer Relationship Summary).

Certified licenses

Experience

UNIQUE INVESTMENT ADVISORS, LLC

LIFETYME FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/30/2011

Current Firm

UNIQUE INVESTMENT ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

UNIQUE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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