Valerie Giles Roque
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$15.5BFirm assets
Are you Valerie Giles Roque? Claim your profile
Contact this firm
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
13 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCOct 2019 to now
- Triad Hybrid SolutionsOct 2019 to now
- The Robare Group, Ltd.May 2017 to now
- Triad Advisors IncMay 2017 to Aug 2024
- Texas A&m UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6651404
- Firm CRD
- 171070