Valor Financial Securities LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Winter Haven, Florida
CRD number
150726
Registered since
November 5, 2009

Firm profile

FINTRX

Overview

Valor Financial Securities LLC is organized as a limited liability company and is recorded as SEC-registered in 2009. Ownership is held by an individual rather than a corporate parent or multi-partner group. The firm’s public profile in the source is sparse: it is classified as “unclassified” and is not identified as a multi-state adviser, newly formed adviser, pension consultant, related adviser, or capital allocator. The firm does not report being an active ESG investor. Business and advisory activities, as well as client segmentation, are not detailed in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • James Wells

    James Wells

    Portfolio Manager and Chief Investment OfficerCRD 1534949

Contacts

2 of 2
  • Patricia Wells

    Investment Advisor RepresentativeCRD 1233407

  • Dana Delcolle

    AdministrativeCRD 2389552

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Winter Haven, FL

Polk

Location

Winter Haven, FL

Headquartered in Winter Haven, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Polk
Address
521 W Central Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth