Dimitri Valerio, financial advisor Worthington OH

Dimitri Valerio

CRD Number: 7047669
Current Firm: Primerica Advisors

Dimitri Valerio (CRD# 7047669) is an Investment Advisor Representative working at Primerica Advisors in Worthington, OH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Worthington, OH Dec 2018 - Current 5
Primerica Financial Services Worthington, OH Apr 2018 - Current 6
Ohio University Athens, OH Aug 2014 - Mar 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2020
Contact Info for Dimitri J. Valerio
Phone Number: 833-786-0550
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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