David De La Ree Valencia

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 03/2018 → 03/2020
  Ameriprise Financial Services, Inc.
  Midlothian, VA
• 01/2018 → 03/2018
  Surrey Builders
  Blacksburg, VA
• 10/2015 → 10/2017
  Pk's Bar & Grill
  Blacksburg, VA
• 10/2017 → 12/2017
  Unemployed - Full Time Student
  Blacksburg, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Midlothian, VA

Other Businesses

Outside Employment; The Jungle Room at Sabai; DJ - Playing music occasionally on weekends; ; 2727 W Broad St, , Richmond, VA, 23220; Not Investment-Related; 06/04/2022; 1 to 9 hours per month; 0 during trading hours / Ember Music Hall; I am just hired to play music there for one night - no other scheduled nights currently.; Playing music at venue - DJ; 309 E Broad St, , Richmond, VA, 23219; Not Investment-Related; 04/06/2024; 1 to 9 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-10-19

Other Names

• David De La Ree-Valencia