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Linda Christine Valente

46 PEAKS LLC·NEWTOWN, Pennsylvania
SIE, Series 7, Series 7TO, Series 24, Series 53, Series 63Clean record46 PEAKS LLC
760 NEWTOWN YARDLEY ROAD, NEWTOWN, PA 18940CRD# 2500447Firm CRD# 306902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Linda Christine Valente · NEWTOWN, PA
Registration
CRD #2500447 · 46 PEAKS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 53
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
46 PEAKS LLC
CRD 306902 · SEC 801-117945
AUM
$198M
Regulatory assets under management
Employees
4
392 client accounts
Services offered by 46 PEAKS 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 46 PEAKS LLC →
Introduction

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04

Frequently Asked Questions

What services does Linda Christine Valente offer?
Linda Christine Valente specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Linda Christine Valente's credentials?
Linda Christine Valente is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Linda Christine Valente located?
Linda Christine Valente is based in NEWTOWN, Pennsylvania, working with 46 PEAKS LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Linda Christine Valente charge for services?
Linda Christine Valente's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 46 PEAKS LLC?
46 PEAKS LLC has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 46 PEAKS LLC

Erik Nmn Mosholt
NEWTOWN, PA
CFP
Brad Kenneth Heindel
NEWTOWN, PA
CFP
Louis Clay Fancher
NEWTOWN, PA
CFPChFC

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Research
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