Vincent
Valentine

Securities America Advisors, Inc

CRD#2183021
Investment Advisor
in Denver, CO
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About this Advisor

Vincent Valentine is a certified financial planner and chartered financial consultant based in Denver, Colorado, who has been in the advisory business for 15 years. Valentine is on the advisory team at Securities America Advisors, Inc. Throughout their career, they have worked at Securities America Advisors, Invest Financial Corp and Securities America, Inc. Valentine has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Texas. Securities America Advisors, Inc is a financial advisory business that has its headquarters in Denver, Colorado. It has offices in 1,238 locations and a total of 1,875 advisors. It has $22 billion in assets between its 141,149 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 65 charitable organizations. Of its 141,149 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. Securities America Advisors, Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically are based on the services. Fee types charged by Securities America Advisors, Inc can include any combination of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

720 S Colorado Blvd Ste 1020N
Denver, CO 80246

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$22,171,774,973

CO Average: $1,978,216,465
Total Number of Employees

1,875

CO Average: 226
Total Number of Accounts

141,149

CO Average: 7,467
Average Account Size

$157,081

CO Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Vincent Valentine Work History

Vincent has 15 years of experience.

2017 - Present (2 years)

Securities America Advisors

2017 - Present (2 years)

Securities America, Inc

2003 - 2017 (14 years)

Invest Financial Corp

Disclosures

Vincent Valentine has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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