Dorian Valente (CRD# 6817346) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Mesa, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bankers Life Advisory Services | Mesa, AZ | Sep 2019 - Current | 4 |
| Bankers Life Securities Inc. | Mesa, AZ | Jun 2017 - Current | 6 |
| Bankers Life & Casualty | Mesa, AZ | Nov 2014 - Current | 9 |
| 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 |
- AZ
-
Total Assets Under Management1,486MILLIONS
-
Total Number of Accounts13,089ACCOUNTS
-
Average Account Value$113,532
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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