Michael Valencia is a registered investment advisor, based in Baltimore, MD, with 33 years of industry experience.
Location
2416 E Joppa Rd, Baltimore, MD, 21234
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a financial professional utilizing a DBA name and a partner in multiple real estate ventures, dedicating minimal time to each. He is also an independent insurance agent since 1991 and an owner/partner in a real estate company, spending about 10-20% of his time on the latter.
Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
J. W. Cole Advisors, INC.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Sii Investments, INC.Broker
Sii Investments, INC.
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Tls Financial Services, INC.Broker
J. W. Gant & Associates, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.