Valerie Enz
Valerie Enz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Portsmouth, OH, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
800 Gallia Street, Suite 532, Portsmouth, OH, 45662
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Valerie assists a branch manager at Capital Wealth Partners and dedicates minimal time to this role. She also holds a political office and works as a bookkeeper for a trucking company, dedicating a few hours per week to each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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