Valley Wealth Inc.
1101 Sylvan Ave. No. C-203
Modesto, CA 95350
No. advisers: 9
In the News
October 23, 2014 - After embarking on a more aggressive, national growth strategy in August, United Capital has acquired a registered investment adviser with $320 million in client assets. The firm said Thursday it picked up Valley Wealth Inc., a Modesto, Calif.-based RIA...
May 2, 2014 - Ahead of the big financial and banking technology conference Finovate Spring 2014 April 29-30 in San Jose, Calif., I met up with FlexScore chief executive Jason Gordo in New York for a demo of his new online investment adviser tool. Mr. Gordo told me...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
For comments or suggestions about the Adviser Center, please contact us.
Latest news & opinion
These independent broker-dealers saw the biggest percentage gains in their revenue in 2017.
Athletes and entertainers are just like everyone else — aside from complex tax issues, a lack of financial savvy and a need for prenups
These independent broker dealers generated the most revenues in 2017.
Listening to podcasts for the fun of it.
The wirehouse reduced recruitment loans 20% and increased bonus loans 68% in the first quarter.