John
Valentine

Ntv Asset Management, LLC

CRD#5223769
Investment Advisor
in Charleston, WV

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About this Advisor

John Valentine is a financial advisor operating in Charleston, West Virginia, who has 5 years of relevant experience. Valentine is an employee of Ntv Asset Management, LLC. Throughout their career, they have worked at Ntv Asset Management, LLC, Lpl Financial LLC, Talentbridge/Bradford Management - As Contract Worker For Lpl, Vava LLC and American Funds Service Company Of Capital Group Companies. Valentine maintains a Series 65 license, designating them as an investment advisor representative, and is approved to operate in West Virginia. Ntv Asset Management, LLC is an advisory business based in Charleston, WV. It manages $678 million in total assets among its 748 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 748 client accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. Ntv Asset Management, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules typically vary depending on which services the firm provides the client. Fee types billed by Ntv Asset Management, LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

170 Summers Street Suite 200
Charleston, WV 25301-1800

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Ntv Asset Management, LLC Brokerage Details

Total Assets Under Management

$678,258,395

WV Average: $493,341,091
Total Number of Employees

5

WV Average: 16
Total Number of Accounts

748

WV Average: 1,028
Average Account Size

$906,763

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

John Valentine Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Ntv Asset Management, LLC

2017 - 2017 (< 1 year)

Lpl Financial LLC

2016 - 2017 (1 year)

Talentbridge/Bradford Management - As Contract Worker For Lpl

2015 - 2016 (1 year)

Vava LLC

2006 - 2015 (9 years)

American Funds Service Company Of Capital Group Companies

*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 John Valentine 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 Ntv Asset Management, LLC

Bradley Foster
Charleston, WV
John Valentine
Charleston, WV
John Valentine
Charleston, WV
Ian Flores
Charleston, WV
James Thomas
Charleston, WV

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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