Unclaimed Profile

Victoria Jean Webber

VALPEY FINANCIAL SERVICES LLC·CONCORD, New Hampshire

Series 65Clean record19 years registeredVALPEY FINANCIAL SERVICES LLC

100 NORTH MAIN STREET SUITE 500, CONCORD, NH 03301CRD# 4785576Firm CRD# 154154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Victoria Jean Webber · CONCORD, NH

Registration

CRD #4785576 · VALPEY FINANCIAL SERVICES LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALPEY FINANCIAL SERVICES LLC

VALPEY FINANCIAL SERVICES LLC

Jul 2010 – Nov 2024

CONCORD, NH

FOCUS CAPITAL WEALTH MANAGEMENT, INC.

Nov 2006 – Jul 2010

BEDFORD, NH

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 28, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALPEY FINANCIAL SERVICES LLC

CRD 154154 · SEC 801-118576

AUM

$180M

Regulatory assets under management

Employees

585 client accounts

Services offered by VALPEY FINANCIAL SERVICES 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 VALPEY FINANCIAL SERVICES LLC →

Introduction

Speak with Victoria

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Victoria is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, New Hampshire or claim this profile if it's yours.

Browse CONCORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Victoria Jean Webber offer?

Victoria Jean Webber specializes in Financial Planning, Investment Management.

What are Victoria Jean Webber's credentials?

Victoria Jean Webber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Victoria Jean Webber located?

Victoria Jean Webber is based in CONCORD, New Hampshire, last registered with VALPEY FINANCIAL SERVICES LLC.

How does Victoria Jean Webber charge for services?

Victoria Jean Webber's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALPEY FINANCIAL SERVICES LLC?

VALPEY FINANCIAL SERVICES LLC has approximately 4 employees and manages $180M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →