Nicholas Valenti, financial advisor Valdosta GA
90 score

Nicholas Valenti

CRD Number: 5295942
Current Firm: Interactive Financial Advisors

Nicholas Valenti (CRD# 5295942) is an Investment Advisor Representative working at Interactive Financial Advisors in Valdosta, GA and has 1 year of experience in the finance industry. Nicholas Valenti 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.

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Professional Designations
Company Name Location Dates Years
Interactive Financial Advisors Valdosta, GA Feb 2007 - Current 9
Brookwood North Financial Group, LLC Valdosta, GA Jan 2007 - Current 9
Valenti, Rackley, & Associates, LLC Valdosta, GA Jan 2005 - Current 11

Nicholas Valenti has no recent exams reported.
Contact Info for Nicholas J. Valenti
Phone Number: 630-472-1300
Firm Website: http://www.swcares.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    3,130
    ACCOUNTS
  • Average Account Value
    $58,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MN, MS, NC, NV, NY, PA, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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