Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davis? Claim Your ProfileDavis Odom is a Certified Financial Planner and is registered with Valeo Financial Advisors, LLC. Davis has been working in the financial industry since January 2022 and is registered in Indiana. Davis specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. Davis has experience with clients in the high-net-worth, individual, charitable organization, and corporation or other business sectors. Valeo Financial Advisors, LLC is a registered investment advisor with offices in Carmel, Indiana.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of client net worth
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IN
05/16/2024 - Present
Valeo Financial Advisors, LLC (CARMEL IN)
Active
Inactive
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