Securities America Advisors, Inc
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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
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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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.
Securities America Advisors
Securities America, Inc
Invest Financial Corp
Vincent Valentine has no disclosures.
Please visit their SEC profile for more details.