Valerie Dawn De Vol

Employer firm

Assembly Wealth CRD 108834

$337M regulatory AUM 209 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2005 → 04/2023
  Wrapmanager, Inc.
  San Francisco, CA
• 05/2023 → Present
  Wrapmanager, Inc.
  Mill Valley, CA
• 01/2005 → 09/2016
  Prospera Financial Services, Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-25
• S63 Uniform Securities Agent State Law Examination
  2000-08-18

Other Names

• Valerie Dawn Barrett
• Valerie Dawn Barrett
• Valerie Dawn Devol