Advisor at Valley Wealth Strategies, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Valley Wealth Strategies, LLC
Location
Brawley, CA 92227
Credentials
Series 66
Industry experience
20 years
Broc Wavra is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with LPL Financial LLC since 2017 and has been associated with Zuk Financial Group since 2011. Outside of his advisory roles, he works part-time as a paralegal at Citadel Law Offices. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, charitable organizations, and retirement plans by providing customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion handled on a non-discretionary basis.
Based on Valley Wealth Strategies, LLC
Based on Valley Wealth Strategies, LLC
Fixed fee engagements negotiated based on expected hours; specific amounts not stated
$0 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - Negotiable: Negotiable
Up to $500 per hour
560 N 8 Th St, Suite D
Brawley, CA 92227
California
LPL Financial
2017 - Present (9 years)
Valley Wealth Strategies, LLC
2017 - Present (9 years)
Zuk Financial Group
2011 - Present (15 years)
National Planning Corporation
2011 - 2017 (6 years)
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