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Valerie Rubio Lemmon

RIDGEWOOD INVESTMENTS LLC·SPRINGFIELD, New Jersey
Series 7Clean record13 years registeredRIDGEWOOD INVESTMENTS LLC
623 MORRIS AVENUE, SPRINGFIELD, NJ 07081CRD# 4250769Firm CRD# 121220

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Rubio Lemmon · SPRINGFIELD, NJ
Registration
CRD #4250769 · RIDGEWOOD INVESTMENTS LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

RIDGEWOOD INVESTMENTS
Mar 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Registration record
First registered · March 14, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIDGEWOOD INVESTMENTS LLC
CRD 121220 · SEC 801-66378
AUM
$326M
Regulatory assets under management
Employees
6
539 client accounts
Services offered by RIDGEWOOD INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RIDGEWOOD INVESTMENTS LLC →
Introduction

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05

Frequently Asked Questions

What services does Valerie Rubio Lemmon offer?
Valerie Rubio Lemmon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SPRINGFIELD, New Jersey for a consultation.
What are Valerie Rubio Lemmon's credentials?
Valerie Rubio Lemmon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Rubio Lemmon located?
Valerie Rubio Lemmon is based in SPRINGFIELD, New Jersey, working with RIDGEWOOD INVESTMENTS LLC. Their office serves clients in the SPRINGFIELD metropolitan area and surrounding communities.
How does Valerie Rubio Lemmon charge for services?
Valerie Rubio Lemmon's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RIDGEWOOD INVESTMENTS LLC?
RIDGEWOOD INVESTMENTS LLC has approximately 6 employees and manages $326M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RIDGEWOOD INVESTMENTS LLC

Sam Namiri
SPRINGFIELD, NJ
Kaushal Bhupendra Majmudar
SPRINGFIELD, NJ
Terrance Patrick Mcguire
SPRINGFIELD, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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