Linda ValenticCRD Number: 1091785
Current Firm: J. W. Cole Advisors, Inc.
Linda Valentic (CRD# 1091785) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 29 years of experience in the finance industry. Linda Valentic has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w. Cole Advisors, Inc.||Tampa, FL||Jun 2016 - Current||< 1|
|J.w. Cole Financial, Inc.||Tampa, FL||Jun 2016 - Current||< 1|
|Protected Investors Of America||Walnut Creek, CA||Jan 2009 - Jun 2016||7|
|Protected Investors Of America||Lafayette, CA||Jan 2007 - Dec 2009||2|
|Protected Investors Of America||Walnut Creek, CA||Dec 1988 - Jan 2007||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1987|
|S65||NASAA Investment Advisors Law Examination||Dec 1998|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV