Nicholas Valenti (CRD# 5295942) is an Investment Advisor Representative working at Brookwood North Investment Advisors, LLC 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.
CRD# 2198015
Equitable Advisors, LLC
CRD# 3081511
Stifel, Nicolaus & Company, Incorporated
CRD# 4969852
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookwood North Investment Advisors, LLC | Valdosta, GA | May 2017 - Current | 6 |
| Valenti, Rackley, & Associates, LLC | Valdosta, GA | Jan 2005 - Current | 19 |
| Interactive Financial Advisors Inc. | Valdosta, GA | Feb 2007 - Oct 2017 | 10 |
| Brookwood North Financial Group, LLC | Valdosta, GA | Jan 2007 - Dec 2015 | 8 |
- GA
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Total Assets Under Management7MILLIONS
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Total Number of Accounts83ACCOUNTS
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Average Account Value$83,188
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
GA
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