Broc
Wavra
Valley Wealth Strategies, LLC
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About this Advisor
Broc Wavra is a financial advisor based out of San Diego, California who has 6 years of relevant experience. Wavra is currently employed by Valley Wealth Strategies, LLC. Their career trajectory has included roles at Zuk Financial Group, National Planning Corporation, Valley Wealth Strategies, LLC and Lpl Financial LLC. Wavra holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Valley Wealth Strategies, LLC is a business operating out of Lodi, CA. It has offices in 20 locations and a total of 31 advisors. It handles $1 billion in total assets across its 3,600 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 3,600 accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Valley Wealth Strategies, LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually are based on which service is offered. Fee types billed by Valley Wealth Strategies, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,023,000,000
31
3,600
$284,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Broc Wavra Work History
Broc has been registered as a financial advisor for 6 years.*
Valley Wealth Strategies, LLC
Lpl Financial LLC
Zuk Financial Group
National Planning Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Broc Wavra to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Strategies, LLC
Lodi, CA
Sunnyvale, CA
San Diego, CA
Menlo Park, CA
San Ramon, CA
Yuba City, CA
Walnut Creek, CA
Lodi, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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