Valorie Cleveland, financial advisor Baton Rouge LA
75 score

Valorie Cleveland

CRD Number: 5995914
Current Firm: Primerica Advisors

Valorie Cleveland (CRD# 5995914) is an Investment Advisor Representative working at Primerica Advisors in Baton Rouge, LA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Unemployed Baton Rouge, LA Jan 2016 - Current < 1
Pfs Investments Inc. Baton Rouge, LA Nov 2011 - Current 5
Primerica Financial Services Baton Rouge, LA Jul 2011 - Current 5
Baton Rouge General Baton Rouge, LA Sep 2007 - Jan 2016 8
Prepaid Legal Livingston, LA Nov 2006 - Sep 2007 < 1
North Oaks Health System Hammond, LA Mar 1995 - Nov 2006 11

Valorie Cleveland has no recent exams reported.
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Valorie Cleveland
Phone Number: 800-544-5445
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
75

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