Sarah Valencourt
Sarah Valencourt is a registered investment advisor at Raymond James & Associates, INC., based in Grand Rapids, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
Grand Rapids, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sarah owns rental real estate property since September 2024, dedicating minimal time to it. She is responsible for paying fees and hiring professionals for repairs.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations27 states
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