Ron Valentine, financial advisor Layton UT

Ron Valentine

CRD Number: 2517387
Current Firm: Promontory Financial Planning, LLC

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.

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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
Contact Info for Ron R. Valentine
Phone Number: 801-513-2545
Registered State(s):
  • UT
Current Firm Details
Promontory Financial Planning, LLC
Firm's CRD Number: 153666
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $461,404
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, CO, ID, TX, UT

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