FIND A THE VALENCE GROUP, LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 150132
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for THE VALENCE GROUP, LLC Comes From
Understanding the Statistics for THE VALENCE GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Established
Delaware since 12/13/2007
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at THE VALENCE GROUP, LLC
Kenneth Hickman
IAR
RR
CRD#: 6969649
Location:
Brea, CA
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
7 years
Neal Jones Hansen
IAR
CRD#: 6751958
Location:
Sandy, UT 84070
Company:
NET WORTH ADVISORY GROUP, LLC
Disclosures:
Experience:
8 years
HS
Heather A Scearce
IAR
RR
CRD#: 7271804
Location:
Seattle, WA 98101
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
4 years
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