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 individually owned. Public filings and the available snapshot flag it as an unclassified adviser with limited public disclosures about its business model or advisory services. The firm is not identified as a capital allocator, is not active on ESG investing, and is not designated a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The available record provides minimal operational detail beyond ownership and regulatory-status flags, so there is little public information about client types, fee arrangements, or specific advisory activities.
Assets & Accounts
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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