Gregory ValleeCRD Number: 4573444
Current Firm: Citizens Securities, Inc.
Gregory Vallee (CRD# 4573444) is an Investment Advisor Representative working at Citizens Securities, Inc. in North Hampton, NH and has over 14 years of experience in the finance industry.
Signator Investors, Inc.
Clear View Wealth Advisors, LLC
Northstar Financial Planning, Inc.
|Cco Investment Service Corp.||Portsmouth, NH||Mar 2011 - Current||5|
|Waddell & Reed, Inc.||Portsmouth, NH||Aug 2009 - Mar 2011||1|
|Various Insurance Carriers For W & R Insurance Agencies||Portsmouth, NH||Aug 2009 - Mar 2011||1|
|Unemployed||Henderson, NV||Jun 2009 - Aug 2009||< 1|
|Ameriprise Financial||Las Vegas, NV||Sep 2007 - Jun 2009||1|
|Ids Life Insurance Company||Portsmouth, NH||Aug 2002 - Jun 2009||6|
|Ameriprise Financial||Tampa, FL||Sep 2004 - Sep 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV