Valentine Ventures, LLC
Valentine Ventures, LLC (CRD# 135060) is a financial advisory firm headquartered in Bend, OR. They manage $120,586,538 in 509 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management121MILLION
Total Number of Accounts509ACCOUNTS
Average Account Value$236,909
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, NE, OR, TX, WA
Andrew Gray (CRD# 5246929) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 10 years of experience in the finance industry. Andrew Gray 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.
William Valentine (CRD# 1875345) is an Investment Advisor Representative working at Valentine Ventures, LLC in Bend, OR and has over 23 years of experience in the finance industry.