Best Investors Account Sign in
Inactive

Davis Odom

Valeo Financial Advisors, LLC

Carmel, IN

Claim This Profile
Current Employers
Valeo Financial Advisors, Llc

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-05-16
  • IN RA
    APPROVED
    Since 2024-05-16

Branch Locations

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357 • 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
Valeo Financial Advisors, Llc Carmel IN 01/2022 Present
Ball State University Muncie IN 08/2021 12/2021
Zimmer Biomet Warsaw IN 05/2021 08/2021
Ball State University Muncie IN 08/2018 12/2021
Milestone Contractors Lp Indianapolis IN 06/2020 08/2020
Ball State University Muncie IN 01/2020 02/2021
Kroger Shelbyville IN 08/2015 08/2021
Morristown Hs Morristown IN 08/2012 05/2018
  • 01/2022 → Present
    Valeo Financial Advisors, Llc
    Carmel, IN
  • 08/2021 → 12/2021
    Ball State University
    Muncie, IN
  • 05/2021 → 08/2021
    Zimmer Biomet
    Warsaw, IN
  • 08/2018 → 12/2021
    Ball State University
    Muncie, IN
  • 06/2020 → 08/2020
    Milestone Contractors Lp
    Indianapolis, IN
  • 01/2020 → 02/2021
    Ball State University
    Muncie, IN
  • 08/2015 → 08/2021
    Kroger
    Shelbyville, IN
  • 08/2012 → 05/2018
    Morristown Hs
    Morristown, IN
Designations

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor