AdvisorOS Directory
Claim Profile
WV

William Lindsay Valentine

VALENTINE VENTURES, LLC·BEND, Oregon
Unclaimed Profile
550 SW INDUSTRIAL WAY, BEND, OR 97702CRD# 1875345Firm CRD# 135060
01

About

William Lindsay Valentine is a registered financial advisor based in BEND, Oregon, affiliated with VALENTINE VENTURES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
VALENTINE VENTURES, LLC
VALENTINE VENTURES, LLC
AUM
$138M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VALENTINE VENTURES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1875345
Firm CRD# 135060
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BEND?

Browse all registered financial advisors in BEND, Oregon or claim this profile if it's yours.

Browse BEND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Lindsay Valentine offer?
William Lindsay Valentine specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BEND, Oregon for a consultation.
What are William Lindsay Valentine's credentials?
William Lindsay Valentine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lindsay Valentine located?
William Lindsay Valentine is based in BEND, Oregon, working with VALENTINE VENTURES, LLC. Their office serves clients in the BEND metropolitan area and surrounding communities.
How does William Lindsay Valentine charge for services?
William Lindsay Valentine's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VALENTINE VENTURES, LLC?
VALENTINE VENTURES, LLC has approximately 5 employees and manages $138M 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 →
Other advisors in BEND
Melissa Hurst Wheeler — HIGHWEST GLOBAL MANAGEMENT, LLCTyler Coughlin Simones — NORTHWEST QUADRANT, LLCArnold Troy Reinhart — NORTHWEST QUADRANT, LLCJames Michael Conrads — CAPSTONE WEALTH MANAGEMENT GROUP, LLCGeoffrey Nyle Gruetzmacher — COPIA WEALTH MANAGEMENT, LLC
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideLAKE OSWEGO GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile