Valerie M. Downs
Investment adviser representative at Magnate Advisory Services, LLC
20 yearsExperience
1 stateRegistered in
$314.1MFirm assets
6 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
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Magnate Advisory Services, LLCMay 2017 to now
- Magnate Wealth ManagementFeb 2017 to now
- Silver Oak Securities IncFeb 2017 to now
- Bardstown Board of EducationJul 2011 to Aug 2021
- Ic Advisory Services, Inc.Apr 2010 to Feb 2017
- The Investment Center, Inc.Apr 2010 to Feb 2017
- Vmd, Inc.Jun 2006 to Dec 2024
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (KY).
Magnate Advisory Services, LLC
$314.1MAssets managed
1,576Clients
7Advisers
6 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
- 5079238
- Firm CRD
- 283056