Nicholas Valenti, financial advisor Valdosta GA
90 score

Nicholas Valenti

CRD Number: 5295942
Current Firm: Brookwood North Investment Advisors, LLC

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.

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Professional Designations
Company Name Location Dates Years
Brookwood North Investment Advisors, LLC Valdosta, GA May 2017 - Current < 1
Valenti, Rackley, & Associates, LLC Valdosta, GA Jan 2005 - Current 13
Interactive Financial Advisors Valdosta, GA Feb 2007 - Oct 2017 10
Brookwood North Financial Group, LLC Valdosta, GA Jan 2007 - Dec 2015 8

Nicholas Valenti has no recent exams reported.
Contact Info for Nicholas J. Valenti
Phone Number: (229)232-4561
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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