Valor Financial Securities LLC

Broker-DealerFINRA Member
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 owned by an individual. Publicly available descriptors classify the firm as "unclassified." The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser, and it is not listed as a newly formed adviser. Details about its business lines, advisory activities, client segments, and fee arrangements were not provided.

Assets & Accounts

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

FINTRX

Contacts

FINTRX

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