Randy Valley
Randy Valley is a registered investment advisor at LPL Financial LLC, based in Mountain Home, ID, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
210 N. 2nd East Suite 101, Mountain Home, ID, 83647
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Randy is involved in several outside business activities, including Randy Valley II, real estate rental, Valley's Local Raw Honey, Randy Valley LLC, and notary services, each requiring minimal time. He also works full-time for Haven Wealth Group, LLP as a DBA for his LPL business.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations31 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.