Valerie Lunt, financial advisor Beverly Hills CA

Valerie Lunt

CRD Number: 6933356
Current Firm: Citigroup Global Markets Inc.

Valerie Lunt (CRD# 6933356) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Beverly Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Los Angeles, CA Jul 2019 - Current 3
University Of California, Los Angeles Los Angeles, CA Sep 2015 - May 2019 3
Citigroup New York, NY Jun 2018 - Aug 2018 < 1
Adviceperiod Los Angeles, CA Oct 2017 - Mar 2018 < 1
New York Life Insurance Company New York, NY Jun 2017 - Aug 2017 < 1
Ralph Lauren Corporation Lyndhurst, NJ Jul 2016 - Sep 2016 < 1
Metuchen High School Metuchen, NJ Sep 2011 - Jun 2015 3
American Eagle Outfitters Edison, NJ Sep 2013 - Oct 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Valerie A. Lunt
Phone Number: 212-816-6000
Firm Website: https://twitter.com/citi
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    43,883
    MILLIONS
  • Total Number of Accounts
    54,186
    ACCOUNTS
  • Average Account Value
    $809,861
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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