Dorian Valente, financial advisor Mesa AZ

Dorian Valente

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Dorian A. Valente
Phone Number: 844-553-9083
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    532
    MILLIONS
  • Total Number of Accounts
    3,901
    ACCOUNTS
  • Average Account Value
    $136,298
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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