VF
Valerie M. Fiveash
LIEBLONG & ASSOCIATES
Little Rock, AR 72211
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CRD#: 7229314
VF
Professional summary
Valerie M Fiveash is a registered financial professional currently at LIEBLONG & ASSOCIATES, INC. located in Little Rock, Arkansas.
Valerie is registered as a RR (Registered Representative) and started their career in finance in 2021. Valerie has worked at 1 firm and has passed the Series 63, Series 7TO, SIE and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
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.
CRS (Client Relationship Summary) - BD
Click below to view Valerie M Fiveash'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®
NoneExperience
Current
December 7, 2021 - Present
LIEBLONG & ASSOCIATES, INC.
Office #1: 10809 Executive Center Drive Suite 117, Little Rock, AR 72211RIA
BD
CRD#: 42578
Little Rock, AR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
L&
LIEBLONG & ASSOCIATES, INC.
KEY COLONY MANAGEMENT, LLC ("RELYING ADVISER") | LONG ASSOCIATES INC. | LIEBLONG & ASSOCIATES, INC.
CRD#: 42578 / SEC#: 801-78968, 8-49880
RIA
Registered Investment Advisory firm - SEC (1/2/2014 Approved)Arkansas
Registered Investment Advisory firm - SEC (1/23/2014 Terminated)Texas
Registered Investment Advisory firm - SEC (1/23/2014 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(1/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/7/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
L&
LIEBLONG & ASSOCIATES, INC.
KEY COLONY MANAGEMENT, LLC ("RELYING ADVISER") | LONG ASSOCIATES INC. | LIEBLONG & ASSOCIATES, INC.
CRD#: 42578 / SEC#: 801-78968, 8-49880
RIA
Registered Investment Advisory firm - SEC (1/2/2014 Approved)Arkansas
Registered Investment Advisory firm - SEC (1/23/2014 Terminated)Texas
Registered Investment Advisory firm - SEC (1/23/2014 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
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Contact information
Main Address
10809 Executive Center Drive Suite 117, Little Rock, AR 72211
Mailing Address
P.o. Box 24520, Little Rock, AR 72221
Phone number
(501) 219-2003
Established
Arkansas since 04/01/1996
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
4
SEC notice filing (1 States and Territories)
FINRA licenses (30 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LIEBLONG, ALEX RAY | PRESIDENT/CHIEF EXECUTIVE OFFICER, LIEBLONG & ASSOCIATES, INC. | 839906 |
| FIVEASH, VALERIE M | VICE PRESIDENT | 7229314 |
| LIEBLONG, JASON RAY | VICE PRESIDENT, LIEBLONG & ASSOCIATES, INC. | 2366644 |
| WILLIAMS, MARY ELLEN | VP/CFO/FINOP/SEC/TREAS/CCO/OPTIONS PRINCIPAL/MUNI PRINCIPAL, LIEBLONG & ASSOCIATES, INC. | 4529272 |
Regulatory assets under management
| Total Number of Accounts | 123 |
| AUM (Assets Under Management) | $ 174,237,704 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 09/24/2024 | ||
| 10/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIEBLONG & ASSOCIATES, INC.
CRD#: 42578Little Rock, AR 72211TRUST BUT VERIFY
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