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John Valentine

Advisor at NTV Asset Management, LLC

Updated today
NTV Asset Management, LLC logo

Firm

NTV Asset Management, LLC

Location

Charleston, WV 25301-1800

Credentials

Series 65

Industry experience

7 years

About

John Valentine is a financial advisor at NTV Asset Management, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at NTV Asset Management since 2018 and previously held positions at LPL Financial LLC, TalentBridge/Bradford Management, and VAVA LLC. NTV Asset Management provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in client assets through a five-advisor team serving primarily larger, concentrated client relationships.

Client services

Based on NTV Asset Management, LLC

Financial planning Portfolio management

Expertise

Based on NTV Asset Management, LLC

Wealth management Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%

Other

Account minimum: $1,000,000

Location

170 Summers Street, Suite 200

Charleston, WV 25301-1800

Most active in

West Virginia

Work history

NTV Asset Management, LLC

2018 - Present (8 years)

LPL Financial

2017 - 2017 (1 year)

TALENTBRIDGE/BRADFORD MANAGEMENT - as contract worker for LPL

2016 - 2017 (1 year)

VAVA LLC

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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