Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Valley Wealth Strategies, LLC financial advisors in Lodi, CA

Every SEC-registered investment adviser representative at a Valley Wealth Strategies, LLC office in Lodi, A to Z.

The short answer

4 registered advisors work at Valley Wealth Strategies, LLC in Lodi, out of 21 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

Valley Wealth Strategies, LLC advisors in Lodi, A to Z

Every Valley Wealth Strategies, LLC advisor →

Valley Wealth Strategies, LLC advisors in every city and state →Valley Wealth Strategies, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valley Wealth Strategies, LLC advisors in other cities

Lake Forest, CA 2Redwood City, CA 2Walnut Creek, CA 2Arlington, TX 1Brawley, CA 1Dana Point, CA 1Elma, WA 1Golden Valley, MN 1Newport Beach, CA 1Placentia, CA 1Santa Monica, CA 1Sonora, CA 1Sunnyvale, CA 1Ventura, CA 1

Other firms in Lodi

All Lodi advisors →

Ameriprise Financial Services, LLC 6LPL Financial LLC 6Cetera Investment Advisers LLC 4Edward Jones 4Osaic Wealth, Inc. 3Raymond James Financial Services Advisors, Inc. 3State Farm Investment Management Corp. 3Wells Fargo Clearing Services, LLC 3

Questions

How many financial advisors does Valley Wealth Strategies, LLC have in Lodi?

4 investment adviser representatives are registered at Valley Wealth Strategies, LLC offices in Lodi, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

Is Valley Wealth Strategies, LLC one of the largest advisor employers in Lodi?

Valley Wealth Strategies, LLC ranks number 5 in Lodi by registered advisors; Ameriprise Financial Services, LLC has the most, with 6.

How do I check a Valley Wealth Strategies, LLC advisor in Lodi?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Valley Wealth Strategies, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.