Louis Della Valle (CRD# 2782757) is an Investment Advisor Representative working at Dakota Wealth, LLC in Mansfield, MA and has over 27 years of experience in the finance industry.
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
CRD# 4318531
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dakota Wealth, LLC | Mansfield, MA | Jan 2024 - Current | < 1 |
| C2c Wealth Management, LLC | Mansfield, MA | Oct 2016 - Current | 7 |
| Purshe Kaplan Sterling Investments, Inc. | Mansfield, MA | Oct 2016 - Current | 7 |
| Lpl Financial LLC | Mansfield, MA | May 2011 - Oct 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management5,334MILLIONS
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
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