Randy Valley (CRD# 3107362) is an Investment Advisor Representative working at Lpl Financial LLC in Mountain Home, ID and has over 25 years of experience in the finance industry.
CRD# 4917253
Lpl Financial LLC
CRD# 5145474
J.p. Morgan Securities LLC
CRD# 6993387
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Mountain Home, ID | Jul 2021 - Current | 2 |
Urban Renewal Agency Of The City Of Mountain Home | Mountain Home, ID | Aug 2019 - Jul 2021 | 1 |
Randy Valley LLC | Mountain Home, ID | Aug 2018 - Jul 2021 | 2 |
Air Force Appreciation Day | Mountain Home, ID | Apr 2016 - Jul 2021 | 5 |
Valley's Local Raw Honey | Mountain Home, ID | Aug 2013 - Jul 2021 | 7 |
Randy Valley | Mountain Home, ID | Apr 2004 - Jul 2021 | 17 |
Randy & Vicki Valley | Boise, ID | Mar 2002 - Jul 2021 | 19 |
Various Insurance Carriers For W & R Insurance Agencies | Mountain Home, ID | Oct 1998 - Jul 2021 | 22 |
Waddell & Reed, Inc. | Mt. Home, ID | Aug 1998 - Jul 2021 | 22 |
Mountain Home Chamber Of Commerce | Mountain Home, ID | Feb 2014 - Jan 2017 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1998 |
S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ID
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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