Valerie Vinbaytel
Valerie Vinbaytel is a registered investment advisor at Raymond James & Associates, INC., based in Paramus, NJ, with 16 years of industry experience. Valerie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
61 South Paramus Road, Suite 360, Paramus, NJ, 07652
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2011Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Chase Investment Services CORP.Broker
Hartford Equity Sales Company INC.Broker
State Registrations51 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.
Exams
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