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Valor Investments And Planning LLC
SEC-regulated
Registered investment advisor
Valor Investments and Planning LLC, located in Easton, PA, is led by Thomas G. Rutherford, an experienced Investment Advisor Representative. With a background in economics and finance, including an MBA from the University of Pennsylvania, Rutherford has held various roles in portfolio management and consultancy since 1975. As the owner of Albemarle Capital Management, he charges a fee based on assets under management. Rutherford has a clean disciplinary record and is supervised by Thomas Blachek at Valor Investments and Planning.
Rutherford does not receive compensation from non-clients beyond his advisory fees. Clients can find more information about him on the SEC's website. The firm ensures compliance with state regulations, with Rutherford having no history of bankruptcy or reportable disciplinary events. Clients can reach out to Jacob Millen for any queries regarding the firm's services.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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