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Valley Financial Management, Inc. financial advisors in Florida
Every SEC-registered investment adviser representative at a Valley Financial Management, Inc. office in Florida, by city and A to Z.
The short answer
5 registered advisors work at Valley Financial Management, Inc. in Florida, out of 19 nationwide; it's the firm's number 2 state by advisors, and the most are in Aventura (3). 1 list the CFP designation and 4 are also registered broker representatives.
Valley Financial Management, Inc. advisors by city in Florida
Every firm in Florida →Valley Financial Management, Inc. advisors in Florida, A to Z
Search by name →- Jason R. CalderwoodWest Palm Beach
- Jaime DashevschiAventura
- Martin L. GaleTampa · Certified Financial Planner, Chartered Financial Consultant
- Javier M. LevyAventura
- Varda TalAventura
Valley Financial Management, Inc. advisors in every state →Valley Financial Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Valley Financial Management, Inc. in other states
Questions
How many Valley Financial Management, Inc. financial advisors are in Florida?
5 investment adviser representatives are registered at Valley Financial Management, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 19 at the firm nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Where in Florida does Valley Financial Management, Inc. have the most advisors?
Aventura, with 3, then St. Petersburg (1). Valley Financial Management, Inc. has advisors in 4 cities in Florida.
How do I check a Valley Financial Management, Inc. advisor in Florida?
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 Financial Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.