William ValentiCRD Number: 4462160
Current Firm: Metis Wealth Advisory Group
William Valenti (CRD# 4462160) is an Investment Advisor Representative working at Metis Wealth Advisory Group in Lake Oswego, OR and has over 17 years of experience in the finance industry.
Smb Financial Services, Inc.
Cable Hill Partners, LLC
Springwater Wealth Management, LLC
|Raymond James Financial Services Advisors Inc.||Lake Oswego, OR||Feb 2018 - Current||1|
|Raymond James Financial Services, Inc.||Lake Oswego, OR||Jan 2018 - Current||1|
|Metis Wealth Advisory Group||Lake Oswego, OR||Jan 2018 - Current||1|
|Foresters Financial||Beaverton, OR||Oct 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
OR, TX, WA
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