William Valenti
William Valenti is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lake Oswego, OR, with 24 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
4900 Meadows Road, Suite 100, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William operates as a financial advisor under the DBA Metis Wealth Advisory Group and owns William E Valenti LLC, a short-term rental property. He also owns William E Valenti Professional Corporation, which is how he owns his practice for tax purposes, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Metis Wealth Advisory Group
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations16 states
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