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Alexander Gunbymerriman

Valor Investments AND Planning LLC

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About Alexander Gunbymerriman

Alexander Gunbymerriman is an investment advisor representative with Valor Investments AND Planning LLC. Alexander has been in the industry since August 2023, working as a financial advisor. Alexander is registered in New Jersey and Pennsylvania and has a Series 65 license.

Firm Information

Alexander Gunbymerriman is currently registered with Valor Investments AND Planning LLC. Valor Investments AND Planning LLC is an independent investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals and selection of other advisers. They serve high net worth individuals, charitable organizations, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

$55.83M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Gunbymerriman’s Registration & Firm History

PA

01/04/2024 - Present

Valor Investments AND Planning LLC (EASTON PA)

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Licenses & Designations

IA

Issued 12/29/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Gunbymerriman.
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