Unclaimed Profile

Valerie Joy Nelson

WILLAMETTE FINANCIAL ADVISORS, LLC·LAKE OSWEGO, Oregon

SIE, Series 7, Series 66CFPClean record13 years registeredWILLAMETTE FINANCIAL ADVISORS, LLC

5335 SW MEADOWS ROAD, LAKE OSWEGO, OR 97035-3189CRD# 5921737Firm CRD# 173482

Profile Verification

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

Identity

Valerie Joy Nelson · LAKE OSWEGO, OR

Registration

CRD #5921737 · WILLAMETTE FINANCIAL ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILLAMETTE FINANCIAL ADVISORS, LLC

WILLAMETTE FINANCIAL ADVISORS, LLC

Jan 2015 – Jul 2019

LAKE OSWEGO, OR

SAGEPOINT FINANCIAL, INC.

Oct 2012 – Dec 2014

LAKE OSWEGO, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 4, 2012

Years registered · 13

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILLAMETTE FINANCIAL ADVISORS, LLC

CRD 173482 · SEC 801-112193

AUM

$131M

Regulatory assets under management

Employees

687 client accounts

Services offered by WILLAMETTE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WILLAMETTE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Valerie Joy Nelson offer?

Valerie Joy Nelson specializes in Financial Planning, Investment Management.

What are Valerie Joy Nelson's credentials?

Valerie Joy Nelson holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Valerie Joy Nelson located?

Valerie Joy Nelson is based in LAKE OSWEGO, Oregon, last registered with WILLAMETTE FINANCIAL ADVISORS, LLC.

How does Valerie Joy Nelson charge for services?

Valerie Joy Nelson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WILLAMETTE FINANCIAL ADVISORS, LLC?

WILLAMETTE FINANCIAL ADVISORS, LLC has approximately 6 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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