Valorie Ake, financial advisor Huntersville NC
93 score

Valorie Ake

CRD Number: 1156909
Current Firm: Willingdon Wealth Management LLC

Valorie Ake (CRD# 1156909) is an Investment Advisor Representative working at Willingdon Wealth Management LLC in Huntersville, NC and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Willingdon Wealth Management LLC Huntersville, NC Mar 2012 - Current 4
Avenue Travel Group Madison, NJ Feb 2010 - Current 6
Homemaker Chatham, NJ Jul 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1989
S65 NASAA Investment Advisors Law Examination Apr 2012
Contact Info for Valorie E. Ake
Phone Number: 704-659-7810
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    195
    MILLIONS
  • Total Number of Accounts
    711
    ACCOUNTS
  • Average Account Value
    $273,974
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CT, FL, GA, NC, NJ, NY, OH, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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