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 registered with the SEC since 2009. The firm is owned by an individual and is classified in the source as “unclassified.” Available records indicate it does not operate as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. The source does not list specific business lines, advisory activities, or client segments for the firm.
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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