Valerie Jean Hurst

Current Employers

Employment History

• 02/2006 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 02/2006 → 07/2019
  United Capital Financial Advisors, Inc.
  Modesto, CA
• 11/2017 → 07/2019
  Cetera Advisor Networks Llc
  El Segundo, CA
• 07/2019 → 11/2023
  Goldman Sachs & Co Llc
  Los Angeles, CA
• 11/2023 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Other Businesses

1 - NAME OF OTHER BUSINESS: UNITED CAPITAL FINANCIAL ADVISORS, LLC DBA UCFA, LLC, UNITED CAPITAL, UNITED CAPITAL FINANCIAL LIFE MANAGEMENT, UNITED CAPITAL PRIVATE WEALTH COUNSELING & UNITED CAPITAL RETIREMENT ADVISERS, UNITED CAPITAL MODESTO. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT ADVISORY FIRM REGISTERED WITH THE SEC POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 2/13/2006 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISOR PROVIDING ADVISORY SERVICES TO ITS CLIENTS, INCLUDING DISCRETIONARY INVESTMENT MANAGEMENT AND FINANCIAL GUIDANCE 2 - NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES DBA UNITED CAPITAL RISK MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/06/2006 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND ANNUITIES 3. 2 - NAME OF OTHER BUSINESS: MCHENRY MANSION ADDRESS: MODESTO, CALIFORNIA NATURE OF BUSINESS: LOCAL HISTORICAL LANDMARK FOR WEDDINGS, PUBLIC TOURS, HOLIDAY EVENTS, AND FUNDRAISERS START DATE: 05/08/2023 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER BRIEF DESCRIPTION OF DUTIES: ATTEND MONTHLY BOARD MEETINGS, COMMITTEE INVOLVMENT, OVERSIGHT DECISIONS

Exams

• S66 Uniform Combined State Law Examination
  2013-03-18
• S63 Uniform Securities Agent State Law Examination
  1999-09-22

Other Names

• Valerie Foulke