Valor Financial Securities LLC
Firm details
- Headquarters
- Winter Haven, Florida
- CRD number
- 150726
- Registered since
- November 5, 2009
- Website
- investvfs.com
Firm profile
FINTRXOverview
Valor Financial Securities LLC is structured as a limited liability company and has been SEC-registered since 2009. The firm is owned by an individual and is listed as unclassified in FINTRX’s snapshot. Reported firm attributes indicate it does not operate as a capital allocator and does not position itself as an active environmental, social, and governance (ESG) investor. FINTRX data on the firm’s advisory activities, business lines, client segments, and fee structure are sparse, so there is limited public detail about how Valor Financial Securities sources mandates or the client types it serves.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
James Wells
Portfolio Manager and Chief Investment OfficerCRD 1534949
Contacts
2 of 2Patricia Wells
Investment Advisor RepresentativeCRD 1233407
Dana Delcolle
AdministrativeCRD 2389552
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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