Valerie Giles Roque

Employer firm

Osaic Advisory Services, LLC CRD 171070

$15.5B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 09/2020
  Triad Advisors Inc
  Houston, TX
• 05/2017 → Present
  The Robare Group, Ltd.
  Houston, TX
• 08/2013 → 05/2017
  Texas A&M University
  College Station, TN
• 06/2016 → 09/2016
  Northwestern Mutual
  Houston, TX
• 10/2019 → Present
  Triad Hybrid Solutions
  Norcross, GA
• 09/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → Present
  Osaic Wealth, Inc.
  Houston, TX

Previous Registrations

• 2018-08-10 → 2020-02-03
  Robare & Jones Wealth Management
  Houston, TX

Other Businesses

1. ROBARE & JONES WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Wealth Management Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 05/30/2017 ADDRESS: 20405 State Hwy 249 Ste 350 Houston TX 77070 DESCRIPTION: Robare & Jones is the DBA for the securities business. Meet and communicate with clients. Make investment recommendations. Financial planning for clients. Perform trades for clients.

Exams

• S66 Uniform Combined State Law Examination
  2018-02-28

Designations

• Certified Financial Planner

Other Names

• Valerie Elaine Giles