VALTA Advisor Services

Financial Services • Charlotte, North Carolina, United States • 1-10 Employees

Company overview

Headquarters	2810 Coliseum Centre Dr, Ste. 110, Charlotte, North Carolina 28217, US
Website	valtainc.co
NAICS	52
Keywords	Risk Management, Comprehensive Financial Planning, Tax Planning, Estate Planning, Business Coaching, Financial Advisor Coaching, Financial Advisor Training, Fee-Based Financial Planning, Financial Advisor Support Services, Values-Driven Processes
Founded	2017
Employees	1-10

Key Contact at VALTA Advisor Services

Dominique Vercaemert

President/CEO

VALTA Advisor Services Email Formats

VALTA Advisor Services uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@valtainc.co), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@valtainc.co	100%

About VALTA Advisor Services

VALTA Advisor Services helps financial professionals build a business that serves their lives with our comprehensive values-based planning approach to help their clients live a life of significance. Our team of subject matter experts collaborates together through a checklist-driven meeting process in order to provide clients with a robust deliverables platform so that advisors have more free time to cultivate meaningful and compelling client relationships. For Financial Professional Use Only. Securities offered through Cambridge Investment Research, Inc. a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Valta are not affiliated.

VALTA Advisor Services revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

VALTA Advisor Services has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

VALTA Advisor Services has never raised funding before.

Frequently asked questions

VALTA Advisor Services is located in Charlotte, North Carolina, US.

VALTA Advisor Services was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

VALTA Advisor Services has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at VALTA Advisor Services

Dominique Vercaemert

President/CEO

4.8

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