Rosa Valencia (CRD# 4204112) is an Investment Advisor Representative working at Destra Capital Advisors LLC in Bozeman, MT and has over 23 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Destra Capital Advisors LLC | Bozeman, MT | Oct 2016 - Current | 7 |
| Destra Capital Investments LLC | Bozeman, MT | Nov 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- IL
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Total Assets Under Management300MILLIONS
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Total Number of Accounts3ACCOUNTS
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Average Account Value$99,845,980
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
AZ, CA, CO, FL, IL, MA, MT, OH, PA, TN, TX, WA
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