Robert ValleauCRD Number: 5491034
Current Firm: Mercap Advisors, Inc.
Robert Valleau (CRD# 5491034) is an Investment Advisor Representative working at Mercap Advisors, Inc. in Paoli, PA and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Sensenig Capital Advisors, Inc.
Dedicated Investment Advisers LLC
|Mercap Securities, LLC||Paoli, PA||Jan 2018 - Current||< 1|
|Mercap Advisors, Inc.||Paoli, PA||Jan 2018 - Current||< 1|
|Penn Mutual Life Insurance Company||Horsham, PA||Nov 2012 - Current||5|
|Trv Properties||Philadelphia, PA||Apr 2003 - Current||15|
|Hornor, Townsend & Kent, Inc.||Horsham, PA||Nov 2012 - Jan 2018||5|
|Northwestern Mutual Investment Services, LLC||Philadelphia, PA||Jul 2008 - Nov 2012||4|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Feb 2008 - Nov 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management66MILLIONS
Total Number of Accounts483ACCOUNTS
Average Account Value$136,155
- 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
- Selection of other advisers (including private fund managers)
FL, GA, NJ, NY, PA, TN, TX
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