John ValkenaarCRD Number: 5275333
Current Firm: Investment Professionals, Inc.
John Valkenaar (CRD# 5275333) is an Investment Advisor Representative working at Investment Professionals, Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Investment Professionals, Nic.||San Antonio, TX||Apr 2008 - Current||9|
|Ameriprise Financial||San Antonio, TX||Jan 2007 - Apr 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management622MILLIONS
Total Number of Accounts5,581ACCOUNTS
Average Account Value$111,399
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, 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