Valerie Marie Mitchell

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2008 → Present
  Lpl Financial, Llc
  Woodhaven, NY
• 08/2008 → Present
  Flagstar Bank N.A.
  Woodhaven, NY

Other Businesses

(1) 09/03/2008 * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * TIME SPENT 1% - SBLI USA Life insurance sales. (2) 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-21

Other Names

• Valerie Marie Sanders