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Robert James Valentine

RPG INVESTMENT ADVISORY, LLC·PLEASANTON, California
Series 7, Series 66Clean record15 years registeredRPG INVESTMENT ADVISORY, LLC
6600 KOLL CENTER PKWY., PLEASANTON, CA 94566CRD# 5342149Firm CRD# 172173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Valentine · PLEASANTON, CA
Registration
CRD #5342149 · RPG INVESTMENT ADVISORY, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

RPG INVESTMENT ADVISORY, LLC
Oct 2014 – present
VALENTINE CAPITAL ASSET MANAGEMENT, INC.
Apr 2011 – Feb 2015
DANVILLE, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · April 28, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RPG INVESTMENT ADVISORY, LLC
CRD 172173 · SEC 801-80481
AUM
$705M
Regulatory assets under management
Employees
9
856 client accounts
Services offered by RPG INVESTMENT ADVISORY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RPG INVESTMENT ADVISORY, LLC →
Introduction

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05

Frequently Asked Questions

What services does Robert James Valentine offer?
Robert James Valentine specializes in Financial Planning, Investment Management. Contact their office in PLEASANTON, California for a consultation.
What are Robert James Valentine's credentials?
Robert James Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Valentine located?
Robert James Valentine is based in PLEASANTON, California, working with RPG INVESTMENT ADVISORY, LLC. Their office serves clients in the PLEASANTON metropolitan area and surrounding communities.
How does Robert James Valentine charge for services?
Robert James Valentine's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RPG INVESTMENT ADVISORY, LLC?
RPG INVESTMENT ADVISORY, LLC has approximately 9 employees and manages $705M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Matthew Oscar Vera
PLEASANTON, CA

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