Unclaimed Profile

Donald Louis Born

VALLEY FORGE ASSET MANAGEMENT, LLC·KING OF PRUSSIA, Pennsylvania

SIE, Series 1, Series 4, Series 40, Series 63CFPClean record22 years registeredVALLEY FORGE ASSET MANAGEMENT, LLC

150 S. WARNER RD, KING OF PRUSSIA, PA 19406CRD# 26281Firm CRD# 7438

Profile Verification

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

Identity

Donald Louis Born · KING OF PRUSSIA, PA

Registration

CRD #26281 · VALLEY FORGE ASSET MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VALLEY FORGE ASSET MANAGEMENT, LLC

BB&T SECURITIES, LLC

Mar 2016 – Jan 2017

KING OF PRUSSIA, PA

VALLEY FORGE ASSET MANAGEMENT, LLC

Sep 2013 – Mar 2016

KING OF PRUSSIA, PA

CETERA INVESTMENT SERVICES LLC

Jan 2012 – Sep 2013

KING OF PRUSSIA, PA

VALLEY FORGE ASSET MANAGEMENT CORP.

Aug 2007 – Dec 2011

KING OF PRUSSIA, PA

MULTI-FINANCIAL SECURITIES CORPORATION

Feb 2005 – Jun 2007

EXTON, PA

VALLEY FORGE ASSET MANAGEMENT CORP.

May 2004 – Mar 2005

KING OF PRUSSIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 40

Series 63

Registration record

First registered · May 25, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VALLEY FORGE ASSET MANAGEMENT, LLC

CRD 7438 · SEC 801-25300

AUM

$2.2B

Regulatory assets under management

Employees

1,955 client accounts

Services offered by VALLEY FORGE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VALLEY FORGE ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Donald Louis Born offer?

Donald Louis Born specializes in Financial Planning, Investment Management, Wealth Management.

What are Donald Louis Born's credentials?

Donald Louis Born holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Donald Louis Born located?

Donald Louis Born is based in KING OF PRUSSIA, Pennsylvania, last registered with VALLEY FORGE ASSET MANAGEMENT, LLC.

How does Donald Louis Born charge for services?

Donald Louis Born's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VALLEY FORGE ASSET MANAGEMENT, LLC?

VALLEY FORGE ASSET MANAGEMENT, LLC has approximately 32 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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