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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ron? Claim Your ProfileRon Robertson Valentine is an investment advisor representative with Promontory Financial Planning, LLC. Ron has over 20 years of experience in the financial services industry. Ron is registered with the state of Utah. Ron is committed to providing personalized financial planning and investment management services to individuals and families.
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.
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.
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UT
10/04/2017 - Present
Promontory Financial Planning, LLC (Layton UT)
UT
05/13/2008 - 09/27/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Layton UT)
UT
08/03/2004 - 05/14/2008
MONEY CONCEPTS CAPITAL CORP (KAYSVILLE UT)
AZ
05/05/2003 - 07/28/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NE
01/11/2002 - 04/25/2003
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IN
11/24/1998 - 12/14/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
11/24/1998 - 12/14/2001
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
GA
08/08/1994 - 11/20/1998
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2007
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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