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Valerie Ann Field

Strategic Financial Planning, Inc.

Plano, TX

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Current Employers
Strategic Financial Planning, Inc.

6513 Preston Rd., Suite 100, Plano, TX 75024 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-20
  • TX RA
    APPROVED
    Since 2024-08-20

Branch Locations

6513 Preston Rd., Suite 100, Plano, TX 75024 • 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
Strategic Financial Planning, Inc. Plano TX 08/2022 Present
Financial Synergies Wealth Advisors Houston TX 06/2021 08/2021
Zoe's Kitchen Midlothian VA 05/2019 05/2021
Chipotle Lubbock TX 10/2020 07/2022
Texas Tech University Lubbock TX 08/2018 05/2022
Manchester High School Midlothian VA 08/2014 06/2018
  • 08/2022 → Present
    Strategic Financial Planning, Inc.
    Plano, TX
  • 06/2021 → 08/2021
    Financial Synergies Wealth Advisors
    Houston, TX
  • 05/2019 → 05/2021
    Zoe's Kitchen
    Midlothian, VA
  • 10/2020 → 07/2022
    Chipotle
    Lubbock, TX
  • 08/2018 → 05/2022
    Texas Tech University
    Lubbock, TX
  • 08/2014 → 06/2018
    Manchester High School
    Midlothian, VA
Designations
Other Names
  • Valerie Carpenter
  • Valerie Field
  • Valerie Ann Carpenter

View on SEC IAPD

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BBAE ADVISORS LLC · PLANO, TX
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