Valpey Financial Services LLC

Valpey Financial Services LLC (CRD# 154154) is a financial advisory firm headquartered in Concord, NH. They manage $179,814,011 in 585 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
100 North Main Street Suite 500, Concord, NH 03301
https://www.linkedin.com/in/ron-valpey-27358a2/
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    585
    ACCOUNTS
  • Average Account Value
    $307,374
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Valpey Financial Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ronald Valpey, financial advisor Concord NH
Ronald L. Valpey
CRD#: 3220507
100 North Main Street Suite 500, Concord, NH 03301

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 Webber, financial advisor Concord NH
Victoria J. Webber
CRD#: 4785576
100 North Main Street Suite 500, Concord, NH 03301

Victoria Webber (CRD# 4785576) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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