Justin
Valadez
Northwest Financial Advisors LLC
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About this Advisor
Justin Valadez is a financial advisor based in Herndon, Virginia, with a total of 8 years of relevant experience. Valadez is on the advisory team at Northwest Financial Advisors LLC. The advisor has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Fidelity Investments, Lpl Financial LLC, Northwest Financial Group LLC and Northwest Financial Advisors. Valadez holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Louisiana and Virginia. Northwest Financial Advisors LLC is a firm operating out of Herndon, VA. The company has offices in 10 locations and a total of 33 advisors. It manages $1 billion in assets across its 3,489 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advisory services to five charities and foundations. Of its 3,489 client accounts, 15% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm offers a wide set 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 and educational seminars. A financial advisor's fee schedules largely vary depending on which services are offered. However, fee types billed by Northwest Financial Advisors LLC likely consist of some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Northwest Financial Advisors LLC Brokerage Details
$1,408,022,578
33
3,489
$403,560
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
- Educational seminars/workshops
Justin Valadez Work History
Justin has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Northwest Financial Group LLC
Northwest Financial Advisors
Fidelity Investments
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith 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 Justin Valadez 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 Northwest Financial Advisors LLC
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
Herndon, VA
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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