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Ronald Valpey, financial advisor Concord NH

Ronald Valpey

CRD Number: 3220507
Current Firm: Valpey Financial Services LLC
Compensation Model: Fee Only

Ronald Valpey (CRD# 3220507) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 17 years of experience in the finance industry. Ronald Valpey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Valpey Financial Services, LLC Concord, NH Jul 2010 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 1999
Contact Info for Ronald L. Valpey
100 North Main Street Suite 500, Concord, NH 03301
Phone Number: 603-856-7945
Firm Website: https://www.linkedin.com/in/ron-valpey-27358a2/
Registered State(s):
  • FL
  • NH
  • TX
Current Firm Details
Valpey Financial Services LLC
Firm's CRD Number: 154154
100 North Main Street Suite 500, Concord, NH 03301
By the Numbers
  • Total Assets Under Management
    180
    MILLIONS
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $307,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

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Data verified by both the advisor and the public regulatory data.

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