Valpey Financial Services LLC

Valpey Financial Services LLC (CRD# 154154) is a financial advisory firm headquartered in Concord, NH. They manage $57,074,256 in 405 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $140,924
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NH, TX

Financial Advisors at Valpey Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald L. Valpey
CRD#: 3220507
One Eagle Square, Suite 500, Concord, NH 03301
93
Wealthminder
score

Ronald Valpey (CRD# 3220507) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 17 years of experience in the finance industry. Ronald Valpey 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.

2
Victoria J. Webber
CRD#: 4785576
One Eagle Square, Suite 500, Concord, NH 03301
93
Wealthminder
score

Victoria Webber (CRD# 4785576) is an Investment Advisor Representative working at Valpey Financial Services LLC in Concord, NH and has over 10 years of experience in the finance industry.

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