Valerie Mccord
Valerie Mccord is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 3 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
1 Penn Sq, Lancaster, PA, 17602
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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
Valerie works as an agent for Specific Solutions, selling and servicing life insurance since May 2023. This activity takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations15 states
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