Best Investors Account Sign in
Current Employers
Magnate Advisory Services, Llc

400 Blankenbaker Parkway Suite 100, Louisville, KY 40243 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2017-05-18
  • KY RA
    APPROVED
    Since 2017-05-18

Branch Locations

201 East Stephen Foster Avenue, Bardstown, KY 40004 • 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
The Investment Center, Inc. Bardstown KY 04/2010 02/2017
Ic Advisory Services, Inc. Bardstown KY 04/2010 02/2017
Silver Oak Securities Inc Jackson TN 02/2017 Present
Bardstown Board Of Education Bardstown KY 07/2011 08/2021
Vmd, Inc. Bardstown KY 06/2006 12/2024
Magnate Wealth Management Louisville KY 02/2017 Present
  • 04/2010 → 02/2017
    The Investment Center, Inc.
    Bardstown, KY
  • 04/2010 → 02/2017
    Ic Advisory Services, Inc.
    Bardstown, KY
  • 02/2017 → Present
    Silver Oak Securities Inc
    Jackson, TN
  • 07/2011 → 08/2021
    Bardstown Board Of Education
    Bardstown, KY
  • 06/2006 → 12/2024
    Vmd, Inc.
    Bardstown, KY
  • 02/2017 → Present
    Magnate Wealth Management
    Louisville, KY
Previous Registrations
  • 2010-04-22 → 2017-02-13
    Ic Advisory Services, Inc.
    Bardstown, KY
    Bedminster, NJ
  • 2006-05-19 → 2010-04-22
    Woodbury Financial Services, Inc.
    Bardstown, KY
  • 2007-04-11 → 2010-04-20
    Louisville, KY
Other Businesses

1. Mike Brooks & Associates, Inc., start date 05/2006, Bardstown, Ky, DBA for Magnate Advisory Services, LLC. and Silver Oak Securities, Inc., Financial Advisor, 160 hours spent a month and during trading hours, investment related. 2. Registered Representative, Silver Oak Securities, Inc., 201 East Stephen Foster Ave. Bardstown, Ky 40004, investment related, start date of 02/14/2017, approximate number of hours per month 20 plus including during market hours, duties include acting as a registered representative, selling and servicing approved securities products. 3. Magnate Wealth Management, LLC, start date 05/18/2017, Louisville, Ky. A licensed insurance agent selling Non-Variable Insurance (Fixed Annuities, Equity Indexed Annuities, Life Insurance, Long term care and disability income), 20 hours spent a month and during trading hours, investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-03-31
  • S66 Uniform Combined State Law Examination
    2006-03-31
Other Names
  • Valerie Ann Blanford
  • Valerie Metcalfe Downs
  • Val Downs
  • Valerie M. Downs
  • Valerie Ann Downs

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bardstown, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor