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Rebecca Merlynn Valdez

PARTNERVEST ADVISORY SERVICES LLC·SANTA BARBARA, California
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360 S. HOPE AVENUE, SANTA BARBARA, CA 93105CRD# 5425353Firm CRD# 113621
01

About

Rebecca Merlynn Valdez is a registered financial advisor based in SANTA BARBARA, California, affiliated with PARTNERVEST ADVISORY SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
PARTNERVEST ADVISORY SERVICES LLC
PARTNERVEST ADVISORY SERVICES LLC
AUM
$135K
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PARTNERVEST ADVISORY SERVICES LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Other: NONE. SEE SCHEDULE D MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5425353
Firm CRD# 113621
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca Merlynn Valdez offer?
Rebecca Merlynn Valdez specializes in Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Rebecca Merlynn Valdez's credentials?
Rebecca Merlynn Valdez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Merlynn Valdez located?
Rebecca Merlynn Valdez is based in SANTA BARBARA, California, working with PARTNERVEST ADVISORY SERVICES LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Rebecca Merlynn Valdez charge for services?
Rebecca Merlynn Valdez's firm is compensated through other: none. see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERVEST ADVISORY SERVICES LLC?
PARTNERVEST ADVISORY SERVICES LLC has approximately 4 employees and manages $135K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA BARBARA
Valeska Watters — NGEN MGT II, LLCPaula Marie Rezza — PARTNERVEST ADVISORY SERVICES LLCGodfrey Mutoro Bakuli — CONNOR CAPITAL SB, LLCMahtab R Khan — PARTNERVEST ADVISORY SERVICES LLCParry Steve — NGEN MGT II, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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