Advisor at Latitude Advisors, 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
Latitude Advisors, LLC
Location
Eastchester, NY
Credentials
Series 63
Industry experience
42 years
Christine Valente is a financial advisor with Latitude Advisors, LLC, holding a Series 63 designation and 42 years of industry experience. Her prior work includes positions at GWN Securities, Inc., and J.W. Cole Advisors, Inc. She is also a licensed independent fixed insurance agent, providing insurance sales and consulting services. Latitude Advisors serves individual and business clients with financial planning, discretionary portfolio management, third-party manager selection, and pension consulting. The firm employs a combination of model-based strategies and fundamental/quantitative analysis, managing most new client relationships on a discretionary basis.
Based on Latitude Advisors, LLC
Based on Latitude Advisors, LLC
Fixed fees up to $10,000 for broad based financial planning services, possibly higher with notification
$0 - $1,000,000: Up to 2.00% $1,000,001 - $5,000,000: Up to 1.50% $5,000,001+: Up to 1.00% $0 - $1,000,000: Up to 1.5% $1,000,001 - $5,000,000: Up to 1.25% $5,000,001+: Up to 1.00%
Certain associated persons earn commissions as registered representatives and insurance agents; commissions are separate from advisory fees
Up to $250/hour for specific financial planning services
Negotiable retainer fees for ongoing financial planning and consulting services
Fee-only: Fixed fees up to $10,000 for broad based financial planning services; hourly fees up to $250/hour for specific services; negotiable retainer fees for ongoing consulting
Eastchester, NY
New York
GWN SECURITIES, Inc.
2018 - Present (8 years)
Broker Dealer Change Transition Period
2018 - 2018 (1 year)
J.W. Cole Advisors, Inc.
2016 - 2017 (1 year)
J.W. Cole Financial, Inc.
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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RWC for Life
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