JV
JV
John Valentine
22 Years of Experience
Westwood, MA
2 DisclosuresBroker
John Valentine is a registered investment advisor at Citizens Securities, INC., based in Westwood, MA, with 22 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
785 advisors
Number of Clients
60,545 clients
Average Client Portfolio
$213K average
Assets Under Management
$12.9B
Fee Structure
Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
200 Station Drive, Westwood, MA, 02090
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2013Pending
Regulatory
March 2001Final
Employment History
Current Registrations
Citizens Securities, INC.
May 2024 - Present · 2 yrs 5 mos
Citizens Securities, INC.Broker
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Citizens Securities, INC.
January 2020 - December 2023 · 3 yrs 11 mos
Citizens Securities, INC.
August 2009 - December 2019 · 10 yrs 4 mos
Citizens Securities, INC.Broker
August 2009 - December 2023 · 14 yrs 4 mos
Banc of America Investment Services, INC.
July 2006 - August 2009 · 3 yrs 1 mo
Banc of America Investment Services, INC.Broker
October 2004 - August 2009 · 4 yrs 10 mos
Quick & Reilly, INC.Broker
December 2003 - October 2004 · 10 mos
State Registrations1 state
RI
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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