Valerie Doyle (CRD# 5937637) is an Investment Advisor Representative working at Citizens Securities, Inc. in South Lyon, MI and has over 12 years of experience in the finance industry. Valerie Doyle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3151669
Esi Financial Advisors
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6080268
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | Plymouth Township, MI | Nov 2020 - Current | 3 |
| Axio Financial LLC | New York, NY | Apr 2020 - Nov 2020 | < 1 |
| Insource, Inc. | Indianapolis, IN | May 2017 - Nov 2020 | 3 |
| Navian Capital Securities, LLC | Cincinnati, OH | Dec 2017 - Feb 2020 | 2 |
| Allianz Life Insurance Company Of North America | Minneapolis, MN | Oct 2014 - May 2017 | 2 |
| Allianz Life Financial Services LLC | Minneapolis, MN | Oct 2014 - May 2017 | 2 |
| Fidelity Brokerage Services LLC | Oakdale, MN | Sep 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2011 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- FL
- MI
- NY
- NC
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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