Best Investors Account Sign in

Donna Marie Young

Valley National Advisers Inc

Bethlehem, PA

CRD 1443678

Claim This Profile
Employer firm

Valley National Advisers Inc CRD 110788

$1.31B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Valley National Advisers Inc

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2013-11-05
  • PA RA
    APPROVED
    Since 2013-11-05

Branch Locations

1655 Valley Center Parkway Suite 100, Bethlehem, PA 18017 • 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
Valley National Group Inc Bethlehem PA 01/1989 Present
Valley National Investments, Inc. Bethlehem PA 01/1989 Present
  • 01/1989 → Present
    Valley National Group Inc
    Bethlehem, PA
  • 01/1989 → Present
    Valley National Investments, Inc.
    Bethlehem, PA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-28
  • S63 Uniform Securities Agent State Law Examination
    1986-02-28
Other Names
  • Donna Marie Krem
  • Donna Marie Bawden
  • Donna Krem
  • Donna Maire Young

View on SEC IAPD

Nearby Firms

MCDERMOTT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT

Nearby Investors

ANDREW FRANCIS AIGNER
KATHLEEN KOVACS MCDERMOTT
JOHN PHILIP CITO

Nearby Offices

MCDERMOTT INVESTMENT ADVISORS, LLC · Bethlehem, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Bethlehem, PA
LINCOLN INVESTMENT · BETHLEHEM, PA

More in Bethlehem, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor