Robert ValentineCRD Number: 5342149
Current Firm: Rpg Investment Advisory, LLC
Robert Valentine (CRD# 5342149) is an Investment Advisor Representative working at RPG Investment Advisory, LLC in Pleasanton, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Blossom Wealth Management, LLC
Fairway Asset Management, Inc.
|RPG Investment Advisory, LLC||Pleasanton, CA||Jul 2014 - Current||2|
|Geneos Wealth Management Inc.||San Ramon, CA||Nov 2013 - Feb 2015||1|
|Valentine Capital Asset Management, Inc.||San Ramon, CA||May 2007 - Feb 2015||7|
|Purshe Kaplan Sterling||Albany, NY||Feb 2010 - Nov 2011||1|
|Securities America, Inc.||San Ramon, CA||Jul 2008 - Feb 2010||1|
|Valentine Wealth Management||San Ramon, CA||Apr 2007 - Jul 2008||1|
|Western Warehouse||Milpitas, CA||Jul 2001 - Apr 2007||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management351MILLIONS
Total Number of Accounts544ACCOUNTS
Average Account Value$645,221
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, LA, MS, NE, TX, UT
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