Robert James Valentine
Investment adviser representative at Rpg Investment Advisory, LLC
12 yearsExperience
6 statesRegistered in
$1BFirm assets
11 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
Experience
12 years in the industry.
- Rpg Investment Advisory, LLCAug 2014 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 6 states (AL, AZ, CA, LA, MS, UT).
Rpg Investment Advisory, LLC
$1BAssets managed
953Clients
2Advisers
11 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
- 5342149
- Firm CRD
- 172173