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Valerie Josephine Strange

Lincoln Financial Distributors, Inc.

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About Valerie Josephine Strange

Valerie Josephine Strange is a financial advisor currently registered with Lincoln Financial Distributors, Inc. in Indiana and Florida. Valerie has been in the industry since 2005 and holds Series 6, 7, and 63 licenses. Valerie was previously registered with Lincoln Financial Advisors Corporation in Indiana, Money Concepts Capital Corp in Florida, NBC Securities, Inc. in Florida, and BBVA Compass Investment Solutions, Inc. in Florida.

Firm Information

Valerie Strange is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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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Valerie Strange’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

IN

10/09/2018 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

FL

02/08/2017 - 10/09/2018

MONEY CONCEPTS CAPITAL CORP (MIDDLEBURG FL)

FL

09/21/2015 - 12/31/2016

MONEY CONCEPTS CAPITAL CORP (Middleburg FL)

FL

03/04/2013 - 09/18/2015

NBC SECURITIES, INC. (JACKSONVILLE FL)

FL

02/04/2011 - 02/25/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (JACKSONVILLE FL)

CO

07/29/2005 - 06/04/2007

INDUSTRY SAVINGS PLANS, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 06/02/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 07/28/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Valerie Josephine Strange. Review regulatory record here.
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