William ValentineCRD Number: 1875345
Current Firm: Valentine Ventures, LLC
William Valentine (CRD# 1875345) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 23 years of experience in the finance industry.
Sheppard Wealth Management, LLC
Lpl Financial LLC
Capstone Wealth Management Group, LLC
|Valentine Ventures, LLC||Bend, OR||Oct 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 1994|
Total Assets Under Management121MILLIONS
Total Number of Accounts509ACCOUNTS
Average Account Value$236,909
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NE, OR, TX, WA
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