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 has been SEC-registered since 2009. The firm is owned by an individual and is listed under an unclassified regulatory category. Public filings indicate it does not operate as a multi-state adviser, is not a newly formed adviser, and is not identified as a related adviser or pension consultant.
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 1JAMES 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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