Valery Mcmann
Valery Mcmann is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, KY, with 25 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
306 West Main St, Danville, KY, 40422
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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
Valery is a Vice President at Farmers National Bank since 2005 and an associate/employee at FNB Investment Services since 2019, dedicating about half their time to the latter. Valery also works as a broker/agent at FNB Insurance Services and has power of attorney for Messer, Flem and Tena.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
The Investment Center, INC.Broker
Alexander Investment Services CO.Broker
State Registrations20 states
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