Best Investors Account Sign in

Mikki Valentine Drake

Edward Jones

Mt Vernon, WA

CRD 6334619

Claim This Profile
Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-04-03
WA RA APPROVED 2023-03-30
  • TX RA
    APPROVED_RES
    Since 2023-04-03
  • WA RA
    APPROVED
    Since 2023-03-30

Branch Locations

1616 N 18Th Street Suite 140, Mt Vernon, WA 98273 • 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
Doussard Financial Burlington WA 05/2014 03/2023
Edward Jones St Louis MO 03/2023 Present
  • 05/2014 → 03/2023
    Doussard Financial
    Burlington, WA
  • 03/2023 → Present
    Edward Jones
    St Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-27
  • S66 Uniform Combined State Law Examination
    2015-04-27
Other Names
  • Mikki Danielle Valentine
  • Myrrica Danielle Valentine

View on SEC IAPD

Nearby Firms

ROBERT W. BAIRD & CO. INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
THE RETIREMENT SOLUTION LLC

Nearby Investors

Timothy Uriah Price
JOSEPH T LINDQUIST
JENIFER LYNN BRIGHT

Nearby Offices

ROBERT W. BAIRD & CO. INCORPORATED · Mt Vernon, WA
STATE FARM INVESTMENT MANAGEMENT CORP. · Mount Vernon, WA
THE RETIREMENT SOLUTION LLC · Mount Vernon, WA

More in Mt Vernon, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor