Randy Valentine, financial advisor Wyoming MI

Randy Valentine

CRD Number: 4505020
Current Firm: Raymond James Financial Services Advisors, Inc.

Randy Valentine (CRD# 4505020) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wyoming, MI and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Valentine Financial Services, LLC Wyoming, MI Sep 2021 - Current 2
Raymond James Financial Services Advisors, Inc. Grandville, MI Jan 2009 - Current 15
Raymond James Financial Services, Inc. Grandville, MI Aug 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2002
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Randy L. Valentine
Phone Number: 727-567-3020
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV, WY

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