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Thomas Blachek

VALOR INVESTMENTS AND PLANNING LLC·EASTON, Pennsylvania
Unclaimed Profile
123 S. 3RD ST, SUITE 4, EASTON, PA 18042CRD# 7149175Firm CRD# 323129
01

About

Thomas Blachek is a registered financial advisor based in EASTON, Pennsylvania, affiliated with VALOR INVESTMENTS AND PLANNING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
VALOR INVESTMENTS AND PLANNING LLC
VALOR INVESTMENTS AND PLANNING LLC
AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at VALOR INVESTMENTS AND PLANNING LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7149175
Firm CRD# 323129
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Blachek offer?
Thomas Blachek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EASTON, Pennsylvania for a consultation.
What are Thomas Blachek's credentials?
Thomas Blachek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Blachek located?
Thomas Blachek is based in EASTON, Pennsylvania, working with VALOR INVESTMENTS AND PLANNING LLC. Their office serves clients in the EASTON metropolitan area and surrounding communities.
How does Thomas Blachek charge for services?
Thomas Blachek'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 VALOR INVESTMENTS AND PLANNING LLC?
VALOR INVESTMENTS AND PLANNING LLC has approximately 4 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EASTON
James Arthur Rice — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCJoseph Clark Parsons — IAM ADVISORY LLCThomas Eugene Musumeci — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCStanley Frank Bielicki — INVESTMENT ADVISORS ASSET MANAGEMENT, LLCHolly Parsons Jinks — IAM ADVISORY LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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