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Valerie Birchfield Slater

ASIO CAPITAL LLC·LEXINGTON, Kentucky
Clean recordASIO CAPITAL LLC
220 LEXINGTON GREEN CIRCLE, LEXINGTON, KY 40503CRD# 7035668Firm CRD# 298326

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Birchfield Slater · LEXINGTON, KY
Registration
CRD #7035668 · ASIO CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Valerie Birchfield Slater is a registered financial advisor based in LEXINGTON, Kentucky, affiliated with ASIO CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ASIO CAPITAL LLC
ASIO CAPITAL LLC
AUM
$500M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ASIO CAPITAL LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: ASSET-BASED FEES FOR RETIREMENT PLAN CONSULTING
Regulatory
SEC/IARD CRD# 7035668
Firm CRD# 298326
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Valerie Birchfield Slater offer?
Valerie Birchfield Slater specializes in Investment Management, Wealth Management. Contact their office in LEXINGTON, Kentucky for a consultation.
What are Valerie Birchfield Slater's credentials?
Valerie Birchfield Slater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Birchfield Slater located?
Valerie Birchfield Slater is based in LEXINGTON, Kentucky, working with ASIO CAPITAL LLC. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Valerie Birchfield Slater charge for services?
Valerie Birchfield Slater's firm is compensated through percentage of aum, other: asset-based fees for retirement plan consulting. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASIO CAPITAL LLC?
ASIO CAPITAL LLC has approximately 6 employees and manages $500M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASIO CAPITAL LLC

Jason Craig Akers
LEXINGTON, KY
Erin Hershey Serrate
LEXINGTON, KY
Randie Gail Lawson
LEXINGTON, KY
John Carroll Cheshire
LEXINGTON, KY
Ryan Michael Gray
LEXINGTON, KY
Ryan Tracy Osborne
LEXINGTON, KY

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kentucky
LOUISVILLE (242)COVINGTON (53)FT. WRIGHT (21)PROSPECT (9)BOWLING GREEN (7)WADDY (6)RICHMOND (5)ELIZABETHTOWN (5)HEBRON (5)FT. MITCHELL (4)
City Guides
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Research
Advisor Fees in KentuckyNational Fee Analysis
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