Valerie Borin

Employer firm

Vanguard Advisers, Inc. CRD 106715

$345B regulatory AUM 89,430 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2022 → Present
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 07/2021 → 08/2022
  Cardinal Financial Company, Limited Partnership
  Chandler, AZ
• 01/2021 → 05/2021
  American Financial Network Inc.
  Scottsdale, AZ
• 09/2019 → 01/2021
  Preferred Financialgroup, Inc.
  San Ramon, CA
• 11/2010 → 08/2020
  Munro Realty International Inc.
  Phoenix, AZ
• 10/2022 → 01/2026
  Urban Jungle Lending Llc
  Chandler, AZ
• 08/2020 → Present
  Self-Employed
  Scottsdale, AZ
• 10/2022 → Present
  Vanguard Marketing Corporation
  Scottsdale, AZ
• 10/2025 → Present
  Vanguard Advisers, Inc.
  Scottsdale, AZ
• 03/2026 → Present
  Self-Employed
  Laveen, AZ

Other Businesses

NAME OF BUSINESS: SELF-EMPLOYED INVESTMENT-RELATED ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: INDEPENDENT REAL ESTATE BROKER POSITION: CONTRACTED WITH BERKSHIRE HATHAWAY START DATE: 08/2020 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 1 DUTIES: HANGING LICENSE ON REFERRAL BASIS ONLY NAME OF BUSINESS: SELF-EMPLOYED NON-INVESTMENT-RELATED ADDRESS: LAVEEN, AZ NATURE OF BUSINESS: E-COMMERCE POSITION: OWNER START DATE: 03/2026 APPROXIMATE HOURS/MONTH: 16 HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: SALES

Exams

• S66 Uniform Combined State Law Examination
  2025-10-15
• S63 Uniform Securities Agent State Law Examination
  2023-03-17

Other Names

• Valerie Bettin
• Valerie Darding