Valerie Dawn De Vol

25 Years of Experience

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInsurance PlanningHigh Net Worth

Assembly Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

254 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$432.9M

Fee Structure

Minimum Investment:$500K

Location

319 Miller Avenue, Mill Valley, CA, 94941

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Assembly Wealth

March 2007 - Present · 18 yrs 11 mos

Previous Registrations

Prospera Financial Services, INC.Broker

February 2005 - August 2016 · 11 yrs 6 mos

Peacock, Hislop, Staley & Given, INC.Broker

June 2000 - February 2005 · 4 yrs 8 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.