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Valerie Rubio Lemmon

Ridgewood Investments

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About Valerie Rubio Lemmon

Valerie Rubio Lemmon is a financial advisor with Ridgewood Investments. Valerie holds the Series 7 license and has been in the industry for over 20 years. Valerie's experience includes work at SG Cowen Securities Corporation. Valerie currently has registrations in California and is a Chartered Financial Analyst. Valerie works with high-net-worth individuals, businesses, pooled investment vehicles, pension and profit-sharing plans, and other clients. Valerie's advisory services include financial planning, portfolio management, and selection of other advisors.

Firm Information

Valerie Lemmon is currently registered with Ridgewood Investments. Ridgewood Investments is an investment advisor located in SPRINGFIELD, NJ. The firm offers a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. They manage approximately $325 million in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and pooled investment vehicles.
Ridgewood Investments

623 MORRIS AVENUE

SPRINGFIELD, NJ 07081

$325.69M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Valerie Lemmon’s Registration & Firm History

NJ

03/14/2013 - Present

Ridgewood Investments (SPRINGFIELD NJ)

NY

12/08/2000 - 09/19/2001

SG COWEN SECURITIES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Valerie Rubio Lemmon.
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