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Virginia Leigh Fix

Investment adviser representative at Valeo Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Valeo Financial Advisors, LLCJun 2023 to now
  2. Virginia TechAug 2022 to Jun 2023
  3. Wealth Enhancement GroupJun 2022 to Aug 2022
  4. Virginia TechAug 2021 to Jun 2022
  5. Mike Dianna's Grill RoomJun 2021 to Aug 2021
  6. North Banks Restaurant & Raw BarMay 2021 to Aug 2021
  7. Virginia TechSep 2019 to May 2021
  8. The Daily CallerApr 2019 to Jun 2019
  9. Dolci GelattiJun 2018 to Sep 2019
  10. Episcopal High SchoolMay 2015 to Jun 2019

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (VA).

Valeo Financial Advisors, LLC

$13BAssets managed
3,042Clients
108Advisers
20 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
7532899
Firm CRD
127132
Advisor's SEC record (opens in a new tab)
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