Randy Lee Valley
Investment adviser representative at LPL Financial LLC
28 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
28 years in the industry.
- LPL Financial LLCJul 2021 to now
- Urban Renewal Agency of the City of Mountain HomeAug 2019 to Jul 2021
- Air Force Appreciation DayApr 2016 to Jul 2021
- Mountain Home Chamber of CommerceFeb 2014 to Jan 2017
- Valley's Local Raw HoneyAug 2013 to Jul 2021
- Randy Valley LLCApr 2004 to Jul 2021
- Randy & Vicki ValleyMar 2002 to Jul 2021
- Various Insurance Carriers for W & R Insurance AgenciesOct 1998 to Jul 2021
- Waddell & Reed, Inc.Aug 1998 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3107362
- Firm CRD
- 6413