Kamie Valenza, financial advisor Westlake Village CA
88 score

Kamie Valenza

CRD Number: 6139451
Current Firm: Lincoln Financial Advisors Corporation

Kamie Valenza (CRD# 6139451) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Westlake Village, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Westlake Village, CA Aug 2014 - Current 2
Lincoln Financial Advisors Westlake Village, CA May 2014 - Current 2
Macrorisk Analytics Pasadena, CA May 2013 - Apr 2014 < 1
California State University Northridge Northridge, CA Jun 2010 - May 2013 2
Merrill Lynch Westlake Village, CA Oct 2012 - Apr 2013 < 1
Moorpark High School Moorpark, CA Jun 2006 - Jun 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Kamie L. Valenza
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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