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 an owner-operated limited liability company that registered with the SEC in 2009. FINTRX classifies the firm as "Unclassified" and the profile indicates the firm does not operate as a capital allocator or a multi-state adviser. The record also flags the firm as not being an active ESG investor, not a pension consultant, and not affiliated as a related adviser. The data in FINTRX contains few operational or advisory details, and the firm does not provide a disclosed client base, fee structure, or investment activity in the available snapshot.
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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