William Valenti, financial advisor Lake Oswego OR

William Valenti

CRD 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.

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Company Name Location Dates Years
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
Contact Info for William E. Valenti
Phone Number: 503-697-4271
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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