James
Clarke
Valley Financial Management, Inc
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About this Advisor
James Clarke is a financial advisor based in New York, New York, working with Valley Financial Management, Inc. James has previously held positions at Breezemont Day Camp, Texas Christian University, Tug Hill Operating LLC, Main Street Energy, Royal Bank Of Canada, Mimeo, Bank Leumi, Leumi Bank, Valley Financial Management, Inc, and Valley National Bank. James has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, James is part of Valley Financial Management, Inc, which operates out of New York, New York. The firm has 8 offices and 102 employees. The firm manages assets totaling $334.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. The fee structure at Valley Financial Management, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Financial Management, Inc Brokerage Details
$334,890,166
102
506
$661,838
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
James Clarke Work History
Valley Financial Management, Inc
Valley National Bank
Valley Financial Management, Inc
Leumi Bank
None
Mimeo
None
Bank Leumi
None
Mimeo
Main Street Energy
Tug Hill Operating LLC
Royal Bank Of Canada
Royal Bank Of Canada
Royal Bank Of Canada
Breezemont Day Camp
Texas Christian University
Disclosures
Please visit the SEC profile of James Clarke 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 Financial Management, Inc
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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