Jacob Millen (CRD# 5954316) is an Investment Advisor Representative working at Valor Investments And Planning LLC in Easton, PA and has over 12 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Leaders Group Inc. | Littleton, CO | Feb 2024 - Current | < 1 |
| Valor Investments And Planning | Easton, PA | Jun 2022 - Current | 1 |
| Valor Life And Annuity LLC | Easton, PA | Jun 2022 - Current | 1 |
| Royal Alliance Associates, Inc. | Easton, PA | Nov 2018 - Oct 2022 | 3 |
| Sii | Easton, PA | Nov 2017 - Nov 2018 | 1 |
| Mml Investors Services, LLC | Allentown, PA | Mar 2017 - Nov 2017 | < 1 |
| Metlife Securities Inc. | Allentown, PA | Jul 2011 - Nov 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- NJ
- PA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts368ACCOUNTS
-
Average Account Value$151,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NJ, PA
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