Javier Valenzuela is a registered investment advisor, based in Alhambra, CA, with 20 years of industry experience.
Location
1000 S Fremont Ave., Unit 82, Bldg A1 - Ste 1222, Alhambra, CA, 91803
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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
Javier is an advisory representative of a registered investment advisor (RIA). He is also an independent insurance agent for various insurance companies and the president of First Protective Insurance Group and Concourse Financial Group, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 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.