BV
Bryce M. Valles
MUSTARD SEED FINANCIAL
Meridian, ID 83642
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CRD#: 7985290
BV
Professional summary
Bryce Matthew Valles is a registered financial advisor currently at MUSTARD SEED FINANCIAL located in Meridian, Idaho.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Bryce has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce Matthew Valles'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
October 1, 2024 - Present
MUSTARD SEED FINANCIAL
Office #1: 501 S. Main Street, Meridian, ID 83642RIA
CRD#: 120514
Meridian, ID
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
Idaho(10/1/2024)
Current Firm
MS
MUSTARD SEED FINANCIAL
BURKS FINANCIAL SERVICES | WEALTHPRO, INC. | WEALTH DYNAMICS ADVISORY | MUSTARD SEED FINANCIAL | EMERALD FINANCIAL ADVISORS | EMERALD ASSET MANAGEMENT, INC. | BURKS, BRIAN DENNIS | BURKS WEALTH MANAGEMENT, INC. DBA MUSTARD SEED FINANCIAL | BURKS WEALTH MANAGEMENT, INC. | BURKS INVESTMENTS | BURKS INVESTMENT SERVICES
CRD#: 120514 / SEC#:
Idaho
Registered Investment Advisory firm - (5/17/2002 Approved)Oregon
Registered Investment Advisory firm - (2/22/2017 Approved)Texas
Registered Investment Advisory firm - (7/19/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 S. Main Street, Meridian, ID 83642
Mailing Address
Phone number
(208) 899-8389
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 484 |
| AUM (Assets Under Management) | $ 108,549,965 |
Red Flags
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