Valley National Advisers Inc.
Valley National Advisers Inc. (CRD# 110788) is a financial advisory firm headquartered in Bethlehem, PA. They manage $1,129,285,725 in 5,118 accounts and serve the financial needs of clients across 19 states (or territories).
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Total Assets Under Management1,129MILLION
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Total Number of Accounts5,118ACCOUNTS
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Average Account Value$220,650
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DE, FL, GA, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, UT, VA
Laurie Siebert (CRD# 4252935) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 23 years of experience in the finance industry.
Frank Stettner (CRD# 2167432) is an Investment Advisor Representative working at Valley National Advisers Inc. in Phillipsburg, NJ and has over 32 years of experience in the finance industry.
Michael Warch (CRD# 6194428) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 9 years of experience in the finance industry.
Donna Young (CRD# 1443678) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has over 38 years of experience in the finance industry.
Rodman Young (CRD# 4463184) is an Investment Advisor Representative working at Valley National Advisers Inc. in Bethlehem, PA and has 1 year of experience in the finance industry.