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AMERICAN VALUES INVESTMENTS, INC.
AMERICAN VALUES INVESTMENTS, INC.
BRISTOL, Virginia
·
6 registered advisors
·
CRD# 117116
SEC# 801-62403
423-722-1776
01
Firm Overview
AUM
$24M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at AMERICAN VALUES INVESTMENTS, INC.
6 registered advisors
Carter Buck Lecraw
BRISTOL, Virginia
CRD# 1011306
Diana Hodge
BRISTOL, Virginia
CRD# 6087804
George King Parks
BRISTOL, Virginia
CRD# 4472816
John Maness Gregory
BRISTOL, Virginia
CRD# 4649830
Joseph Gregory
BRISTOL, Virginia
CRD# 4777437
Ruth Florence Berry
BRISTOL, Virginia
CRD# 5503678
05
Office Locations
BRISTOL, Virginia
6 advisors
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Data sourced from SEC Form ADV filings. AMERICAN VALUES INVESTMENTS, INC. (CRD# 117116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.