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Christopher James Brindle

Valor Investments And Planning LLC

Easton, PA

CRD 7222371

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Employer firm

Valor Investments And Planning LLC CRD 323129

$97.9M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Valor Investments And Planning Llc

109 N. 4Th Street Suite 1, Easton, PA 18042 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-01-07
  • PA RA
    APPROVED
    Since 2025-01-07

Branch Locations

109 N. 4Th Street Suite 1, Easton, PA 18042 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Valor Investments & Planning Easton PA 12/2024 Present
Lumen Technologies Monroe LA 07/2022 Present
Northwestern Mutual Moosic PA 06/2020 09/2021
Penn State University - Capitol College Middletown PA 09/2017 06/2022
First Klas Marina Tafton PA 06/2017 09/2017
First Klas Marina Tafton PA 06/2018 09/2018
Lighthouse Harbor Marina Greentown PA 06/2019 09/2019
Wallenpaupack Area School District Hawley PA 09/2005 05/2017
  • 12/2024 → Present
    Valor Investments & Planning
    Easton, PA
  • 07/2022 → Present
    Lumen Technologies
    Monroe, LA
  • 06/2020 → 09/2021
    Northwestern Mutual
    Moosic, PA
  • 09/2017 → 06/2022
    Penn State University - Capitol College
    Middletown, PA
  • 06/2017 → 09/2017
    First Klas Marina
    Tafton, PA
  • 06/2018 → 09/2018
    First Klas Marina
    Tafton, PA
  • 06/2019 → 09/2019
    Lighthouse Harbor Marina
    Greentown, PA
  • 09/2005 → 05/2017
    Wallenpaupack Area School District
    Hawley, PA
Other Businesses

Lumen Technologies, a telecommunications company located at 100 CenturyLink Dr., Monroe, LA, 71203. Account manager. Since 07/2022. Duties include IT sales work. Approximately 40/hrs a week, all of which are during trading hours. Non-investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-12-04
  • S65 Uniform Investment Adviser Law Examination
    2024-12-04
Other Names
  • Christopher Brindle

View on SEC IAPD

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