Valerie Downs, financial advisor Bardstown KY

Valerie Downs

CRD Number: 5079238
Current Firm: Magnate Advisory Services, LLC

Valerie Downs (CRD# 5079238) is an Investment Advisor Representative working at Magnate Advisory Services, LLC in Bardstown, KY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities Inc. Jackson, TN Feb 2017 - Current 7
Magnate Wealth Management Louisville, KY Feb 2017 - Current 7
Vmd, Inc. Bardstown, KY Jun 2006 - Current 17
Bardstown Board Of Education Bardstown, KY Jul 2011 - Aug 2021 10
The Investment Center, Inc. Bardstown, KY Apr 2010 - Feb 2017 6
Ic Advisory Services, Inc. Bardstown, KY Apr 2010 - Feb 2017 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Valerie M. Downs
Phone Number: (502) 855-3160
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    168
    MILLIONS
  • Total Number of Accounts
    2,002
    ACCOUNTS
  • Average Account Value
    $83,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

FL, IN, KY, OH, TN, TX

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