Risalee Espinal (CRD# 7493576) is an Investment Advisor Representative working at Valley Wealth Managers, Inc. in West Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Financial Management, Inc. | West Palm Beach, FL | May 2023 - Current | 1 |
| Valley National Bank | West Palm Beach, FL | May 2023 - Current | 1 |
| Unemployed | West Palm Beach, FL | Mar 2023 - Apr 2023 | < 1 |
| Alliance Bernstein | West Palm Beach, FL | Nov 2021 - Feb 2023 | 1 |
| Jp Morgan Chase | Delray Beach, FL | Jan 2019 - Nov 2021 | 2 |
| American Writers And Artist | Delray Beach, FL | May 2018 - Dec 2018 | < 1 |
| Unemployed | West Palm Beach, FL | Jan 2018 - May 2018 | < 1 |
| Slp Language Academy | Seoul, | Sep 2016 - Jan 2018 | 1 |
| Family Office Networks | West Palm Beach, FL | Jan 2016 - Aug 2016 | < 1 |
| Unemployed | West Palm Beach, FL | Jan 2015 - Dec 2015 | < 1 |
| One Price Dry Cleaners | North Palm Beach, FL | Jan 2012 - Jan 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- FL
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Total Assets Under Management2,247MILLIONS
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Total Number of Accounts1,997ACCOUNTS
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Average Account Value$1,125,181
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WI
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