Ron Valentine (CRD# 2517387) is an Investment Advisor Representative working at Promontory Financial Planning, LLC in Layton, UT and has over 29 years of experience in the finance industry.
CRD# 3037835
Rock House Financial
CRD# 2851331
Fidelity Personal And Workplace Advisors
CRD# 1260613
Stratos Wealth Partners, Ltd
Company Name | Location | Dates | Years |
---|---|---|---|
Promontory Financial Planning | Farmington, UT | Sep 2017 - Current | 6 |
Bfc Planning, Inc. | Kaysville, UT | Dec 2013 - Sep 2017 | 3 |
Berthel Fisher & Company Financial Services, Inc. | Kaysville, UT | May 2008 - Sep 2017 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1994 |
S65 | NASAA Investment Advisors Law Examination | May 2008 |
- UT
-
Total Assets Under Management263MILLIONS
-
Total Number of Accounts570ACCOUNTS
-
Average Account Value$461,404
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, ID, TX, UT
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