Advisor at Ocean Financial 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
Ocean Financial Advisors LLC
Location
Tallahassee, FL
Credentials
Series 63, Series 65
Industry experience
27 years
Henry De Valle is a financial advisor at Ocean Financial Advisors LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several related entities, including EFG Capital Advisors Inc and Ocean Financial Services LLC. Outside of advisory work, he is also an insurance agent with Ocean Insurance Services. Ocean Financial Advisors, LLC provides discretionary and non-discretionary investment management and consulting primarily to high-net-worth individuals and trusts. The firm employs a range of strategies including fundamental and technical analysis, model portfolios, and alternative investments, and is affiliated with a banking institution and broker-dealer.
Consulting services may be charged a fixed fee, negotiated and agreed upon in written contract.
Up to 2.0% annually (negotiable)
Clients may pay commissions on brokerage accounts established with affiliated broker-dealer OFS, but advisory fees do not include commissions. Advisory clients whose trades are executed through OFS are not charged commissions on the transactions.
Consulting services may be charged on an hourly basis, fee rate negotiated with client and agreed upon in written contract.
Account minimum: $500,000
Tallahassee, FL
Florida
Ocean Financial Services, LLC
2020 - Present (6 years)
Ocean Financial Advisors LLC
2020 - Present (6 years)
Ocean Financial Advisors LLC
2019 - 2020 (1 year)
Ocean Financial Services Llc
2018 - 2020 (2 years)
Efg Capital Advisors Inc
2016 - 2018 (2 years)
Efg Capital International Inc
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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
Tallahassee, FL
Shonan Gold Financial LLC
Series 65
Tallahassee, FL
Dougherty Financial Planning, LLC
Series 63, Series 65
Tallahassee, FL
Chiron Capital Management, LLC
Series 66
Tallahassee, FL
Proper Wealth
CFP®, Series 63, Series 66
Tallahassee, FL
Proper Wealth
Series 66
Tallahassee, FL
Cassini Capital Management, LLC
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