Noah Valdez (CRD# 7550851) is an Investment Advisor Representative working at Summit Financial, LLC in Leesburg, VA and has 1 year of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 5431528
Equitable Advisors, LLC
CRD# 6051995
Yeske Buie Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Financial, LLC | Parsippany, NJ | Oct 2023 - Current | < 1 |
| Summit Financial, LLC | Parsippany, NJ | Jun 2023 - Oct 2023 | < 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Oct 2022 - Jun 2023 | < 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | May 2022 - Jun 2023 | 1 |
| George Mason University | Fairfax, VA | Aug 2018 - May 2022 | 3 |
| Agm Institute | Fairfax, VA | Jan 2022 - Apr 2022 | < 1 |
| United Bank | Tysons Corner, VA | Jun 2021 - Jan 2022 | < 1 |
| Riverside High School | Leesburg, VA | Aug 2015 - May 2018 | 2 |
| Tuscarora High School | Leesburg, VA | Aug 2014 - Jun 2015 | < 1 |
| Belmont Ridge Middle School | Leesburg, VA | Sep 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NJ
- VA
-
Total Assets Under Management8,016MILLIONS
-
Total Number of Accounts13,712ACCOUNTS
-
Average Account Value$584,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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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