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Gene Charles Valentine

FINANCIAL WEST INVESTMENT GROUP, INC.·RENO, Nevada
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1330 LANDER ST., RENO, NV 89509CRD# 1079871Firm CRD# 16668
01

About

Gene Charles Valentine is a registered financial advisor based in RENO, Nevada, affiliated with FINANCIAL WEST INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL WEST INVESTMENT GROUP, INC.
FINANCIAL WEST GROUP
AUM
$180K
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINANCIAL WEST INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1079871
Firm CRD# 16668
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gene Charles Valentine offer?
Gene Charles Valentine specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Gene Charles Valentine's credentials?
Gene Charles Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gene Charles Valentine located?
Gene Charles Valentine is based in RENO, Nevada, working with FINANCIAL WEST INVESTMENT GROUP, INC.. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Gene Charles Valentine charge for services?
Gene Charles Valentine's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL WEST INVESTMENT GROUP, INC.?
FINANCIAL WEST INVESTMENT GROUP, INC. has approximately 4 employees and manages $180K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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