Valerie
Downs
Magnate Advisory Services, LLC
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About this Advisor
Valerie Downs is a financial advisor operating in Bardstown, Kentucky who has 6 years of relevant experience. Downs is an employee of Magnate Advisory Services, LLC. Downs has gained experience at The Investment Center, Inc, Ic Advisory Services, Inc, Silver Oak Securities Inc, Bardstown Board Of Education, Vmd, Inc and Magnate Wealth Management. Downs has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Kentucky. Magnate Advisory Services, LLC is a financial advisory business based in Louisville, KY. The firm has offices in two locations and a total of eight people on staff. It manages $168 million in total assets across its 2,002 customer accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 2,002 client accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. Magnate Advisory Services, LLC provides a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, educational seminars and other services. Financial management fee schedules usually depend on which service is offered. Fee types billed by Magnate Advisory Services, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Magnate Advisory Services, LLC Brokerage Details
$167,623,753
8
2,002
$83,728
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
Valerie Downs Work History
Valerie has been registered as a financial advisor for 6 years.*
Silver Oak Securities Inc
Magnate Wealth Management
Vmd, Inc
Bardstown Board Of Education
The Investment Center, Inc
Ic Advisory Services, Inc
*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 Valerie Downs 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 Magnate Advisory Services, LLC
Louisville, KY
Bardstown, KY
Louisville, KY
Bardstown, KY
Cincinnati, OH
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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