Valerie Redhorse, financial advisor Pasadena CA
69 score

Valerie Redhorse

CRD Number: 3160944
Current Firm: Western International Securities

Valerie Redhorse (CRD# 3160944) is an Investment Advisor Representative working at Western International Securities in Pasadena, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Feb 2011 - Current 5
Red-horse Financial Group, Inc. Huntington Beach, CA Sep 2004 - Current 12
Red-horse Native Productions, Inc. Huntington Beach, CA Dec 1996 - Current 20
Executive Specialties Huntington Beach, CA Apr 1984 - Current 32
The Princeridge Group LLC Los Angeles, CA Apr 2010 - Feb 2011 < 1
The Princeridge Group LLC New York, NY Dec 2009 - Apr 2010 < 1
Western International Securities Los Angeles, CA Oct 2004 - Dec 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Nov 2000
Disclosure Information

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
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Valerie R. Redhorse
Phone Number: 626-793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    900
    MILLIONS
  • Total Number of Accounts
    3,400
    ACCOUNTS
  • Average Account Value
    $264,706
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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BADGES
69

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