Valerie Jeanne Smits
Investment adviser representative at LPL Financial LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- LPL Financial LLCFeb 2026 to now
- United PlannersNov 2025 to Jan 2026
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, IncApr 2021 to Jun 2024
- UnemployedAug 2020 to Apr 2021
- Trinity AcademyAug 2017 to Aug 2020
- Glenbard School District 87Aug 2008 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 7364333
- Firm CRD
- 6413