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 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
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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