Valerie Seymour, financial advisor Fuquay Varina NC

Valerie Seymour

CRD Number: 4259311
Current Firm: Quest 10 Wealth Builders, Inc.

Valerie Seymour (CRD# 4259311) is an Investment Advisor Representative working at Quest 10 Wealth Builders, Inc. in Fuquay Varina, NC and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Complete Financial Solutions, Inc. Fuquay-varina, NC May 2012 - Current 11
Quest 10 Wealth Builders, Inc. Fuquay-varina, NC May 2012 - Current 11
Global Financial Private Capital, LLC Sarasota, FL Jul 2015 - Oct 2017 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Mar 2015
Contact Info for Valerie M. Seymour
Phone Number: 919-552-4286
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    752
    ACCOUNTS
  • Average Account Value
    $160,624
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

NC, SC, TX, VA

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