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).
Total Assets Under Management57MILLION
Total Number of Accounts405ACCOUNTS
Average Account Value$140,924
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NH, TX
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.
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.