Valery Vela, financial advisor El Segundo CA
90 score

Valery Vela

CRD Number: 5434897
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Valery Vela (CRD# 5434897) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in El Segundo, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Santa Monica, CA Oct 2007 - Current 9
Unemployed Canoga Park, CA Mar 2007 - Oct 2007 < 1
Countrywide Home Loans West Hills, CA Jul 2003 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Valery Vela
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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