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Financial ADVSR advisor directory · SEC adviser records

Valley Financial Management, Inc. financial advisors in Aventura, FL

Every SEC-registered investment adviser representative at a Valley Financial Management, Inc. office in Aventura, A to Z.

The short answer

3 registered advisors work at Valley Financial Management, Inc. in Aventura, out of 19 at the firm nationwide; it ranks number 17 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Valley Financial Management, Inc. advisors in Aventura, A to Z

Every Valley Financial Management, Inc. advisor →

Valley Financial Management, Inc. advisors in every city and state →Valley Financial Management, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Valley Financial Management, Inc. advisors in other cities

New York, NY 8Beverly Hills, CA 2Chicago, IL 2Morristown, NJ 1Tampa, FL 1West Palm Beach, FL 1White Plains, NY 1

Other firms in Aventura

All Aventura advisors →

Morgan Stanley 105Merrill Lynch, Pierce, Fenner & Smith Incorporated 33Wells Fargo Clearing Services, LLC 16Activest Wealth Management, LLC 11Citigroup Global Markets Inc. 8J.P. Morgan Securities LLC 8Evolution Wealth Advisors, LLC 7Charles Schwab & Co., Inc. 6Hsbc Securities (USA) Inc. 6Cv Advisors LLC 5Omnia Family Wealth, LLC 5J. Safra Asset Management Corporation 4

Questions

How many financial advisors does Valley Financial Management, Inc. have in Aventura?

3 investment adviser representatives are registered at Valley Financial Management, Inc. offices in Aventura, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 19 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Valley Financial Management, Inc. one of the largest advisor employers in Aventura?

Valley Financial Management, Inc. ranks number 17 in Aventura by registered advisors; Morgan Stanley has the most, with 105.

How do I check a Valley Financial Management, Inc. advisor in Aventura?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.