Valorie AkeCRD 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.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|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|
Total Assets Under Management195MILLIONS
Total Number of Accounts711ACCOUNTS
Average Account Value$273,974
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT, FL, GA, NC, NJ, NY, OH, PA, SC, TX, VA