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 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

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

1 of 1
  • James Wells

    James Wells

    Portfolio Manager and Chief Investment OfficerCRD 1534949

Contacts

2 of 2
  • Patricia Wells

    Investment Advisor RepresentativeCRD 1233407

  • Dana Delcolle

    AdministrativeCRD 2389552

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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