Valentine Investments, LLC

Bradford J. Valentine is the Managing Member of Valentine Investments, LLC, a Registered Investment Adviser based in Dallas, Texas. With a post-secondary education from Dallas Baptist University, where he earned a BS in History in 1998, Valentine has been in the financial industry since August 2000. Prior to founding Valentine Investments in June 2010, he worked as a Financial Advisor at Raymond James & Associates and Merrill Lynch Pierce Fenner & Smith. Valentine Investments, LLC operates with Bradford Valentine as the primary supervisor, ensuring that investment advice is tailored to individual client needs, goals, and risk tolerance. Valentine holds insurance licenses in Texas for Life, Accident, Health, and HMO coverage, allowing him to offer insurance products to clients. While he may earn commissions from these sales, he aims to provide suitable investment recommendations free from conflicts of interest. Bradford Valentine has a clean disciplinary record and has not been involved in any legal or disciplinary events that would impact client evaluations. Additionally, he has not received any economic benefits for advisory services from non-client sources. Valentine has never been subject to a bankruptcy petition, demonstrating financial stability and integrity in his practice. Clients can access additional information about Bradford Valentine on the SEC website.