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Robert Frederick Vallier

Arlington Securities, Inc.

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About Robert Frederick Vallier

Robert Frederick Vallier is a financial professional with over 35 years of experience in the securities industry. Robert is currently registered with Arlington Securities, Inc. and has been with the firm since 1990. Robert also has experience with American Capital Equities, Inc. and First Investors Corporation. Robert is a Series 6, Series 63, and Series 65 licensed professional. Robert specializes in providing financial planning, market timing services, and selection of other advisors to individual investors. Robert is also registered with the state of South Carolina and has a license in 33 other states.

Firm Information

Robert Vallier is currently registered with Arlington Securities, Inc.. Arlington Securities, Inc. is a corporation formed in 1997, providing investment advisory services including financial planning, market timing services, and selection of other advisers. They serve individuals (both high net worth and other), with approximately $77.25 million in regulatory assets under management. The firm is registered with the SEC and in 40 states.

$77.25M

Assets Under Management

257

Total Clients

16

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.

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wrap fee accounts

Wrap fee accounts

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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other

Wrap fees

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Robert Vallier’s Registration & Firm History

SC

10/08/1990 - Present

Arlington Securities, Inc. (GREENVILLE SC)

NA

11/10/1988 - 10/24/1990

AMERICAN CAPITAL EQUITIES, INC.

NA

08/14/1986 - 11/18/1988

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 08/25/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Frederick Vallier.
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