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Valerie Layne Newman

AMEGY INVESTMENTS, INC.·HOUSTON, Texas
SIE, Series 7, Series 7TO, Series 63Clean recordAMEGY INVESTMENTS, INC.
4400 POST OAK PARKWAY, HOUSTON, TX 77027-3421CRD# 2763957Firm CRD# 120145

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Layne Newman · HOUSTON, TX
Registration
CRD #2763957 · AMEGY INVESTMENTS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

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

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AMEGY INVESTMENTS, INC.
CRD 120145 · SEC 801-61121
AUM
$2.0B
Regulatory assets under management
Employees
36
186 client accounts
Services offered by AMEGY INVESTMENTS, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
View all advisors at AMEGY INVESTMENTS, INC. →
Introduction

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Frequently Asked Questions

What services does Valerie Layne Newman offer?
Valerie Layne Newman specializes in Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Valerie Layne Newman's credentials?
Valerie Layne Newman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Layne Newman located?
Valerie Layne Newman is based in HOUSTON, Texas, working with AMEGY INVESTMENTS, INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Valerie Layne Newman charge for services?
Valerie Layne Newman'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 AMEGY INVESTMENTS, INC.?
AMEGY INVESTMENTS, INC. has approximately 36 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Robert Francis Jennings
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Scott Edward Chapa
HOUSTON, TX
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Terry Lynn Knell
HOUSTON, TX

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