Valerie Kristin Mcbride

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2014 → Present
  Raymond James Financial Services
  Palmyra, PA
• 05/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Palmyra, PA
• 06/2014 → Present
  Fulton Bank
  Palmyra, PA

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 901 E Main St, Palmyra, PA, 17078, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/18/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Investment sales and service

Exams

• S66 Uniform Combined State Law Examination
  2015-04-28

Other Names

• Valerie Kristin Stoltzfus