Dorian ValenteCRD Number: 6817346
Current Firm: Bankers Life Advisory Services, Inc.
Dorian Valente (CRD# 6817346) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Mesa, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|Bankers Life Securities Inc.||Mesa, AZ||Jun 2017 - Current||3|
|Bankers Life & Casualty||Mesa, AZ||Nov 2014 - Current||6|
|Godaddy.com||Tempe, AZ||Mar 2009 - Aug 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2017|
|S65||NASAA Investment Advisors Law Examination||Sep 2019|
Total Assets Under Management532MILLIONS
Total Number of Accounts3,901ACCOUNTS
Average Account Value$136,298
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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