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Valentine James Link

PFM Fund Distributors, Inc.

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About Valentine James Link

Firm Information

Valentine Link is currently registered with PFM Fund Distributors, Inc.. PFM Fund Distributors, INC. is a Corporation registered in 44 states and with the SEC. They were formed in 2001-07-16.
PFM Fund Distributors, Inc.

1735 MARKET STREET

PHILADELPHIA, PA 19103

Not reported

Assets Under Management

Not reported

Total Clients

84

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.

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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Valentine Link’s Registration & Firm History

PA

10/31/2019 - Present

PFM Fund Distributors, Inc. (PHILADELPHIA PA)

NY

08/23/1997 - 05/26/2000

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

MD

02/22/1995 - 06/06/1997

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

NJ

05/29/1990 - 12/22/1994

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

05/29/1990 - 12/10/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

TX

05/31/1989 - 05/18/1990

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 1/3/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 4/13/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/31/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/2/2019

SIE - Securities Industry Essentials Examination

BC

Issued 2/21/1995

Series 7 - General Securities Representative Examination

BC

Issued 5/30/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Valentine James Link. Review regulatory record here.
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