Retirement & Wealth Management Group
An investment team to help you plan
Understand all your opportunities with our financial professionals.
Jim Hussey
Director of Wealth Management
LPL Financial Advisor
California State Insurance License #0E24250
(661) 833-7588
Jim.Hussey@valleystrong.com
Jim Hussey is the Director of Wealth Management for Valley Strong Retirement & Wealth Management Group. Jim specializes in retirement planning, wealth management & preservation, long-term care insurance, and life insurance. Jim is a graduate from California State University Bakersfield and holds a Bachelor of Science degree in Finance. He currently holds the series 7 and 66 securities licenses through LPL Financial as well as the California State Insurance License (#0E24250).
Look up our advisors with Brokercheck here.
Richard Ramos
LPL Financial Advisor
California State Insurance License #0F03683
(661) 833-7762
Richard.Ramos@valleystrong.com
Richard is an LPL Financial Advisor with the Valley Strong Retirement & Wealth Management Group, available through LPL Financial. Richard relies on his many years of financial experience and discipline to provide objective strategic advice for wealth accumulation and preservation goals. Upon arriving at the goal or retirement, Richard works closely with his clients in assisting with cash distribution and legacy succession. He currently holds the series 7, 63, 66 licenses through LPL Financial, as well as the California State Insurance License (#0F03683).
Patrick Bailey
LPL Financial Advisor
California State Insurance License #0H69656
(661) 833-7438
Patrick.Bailey@valleystrong.com
Patrick Bailey is an LPL Financial Advisor for Valley Strong Retirement & Wealth Management Group. Patrick specializes in retirement planning, wealth management & protection, long-term care insurance, and life insurance. He currently holds his series 7, 63, and 65 securities licenses through LPL Financial as well as his California State Insurance License (#0H69656). Patrick originally started his career with Valley Strong as a teller in 2007.
Salem Faulkner
LPL FInancial Advisor
California State Insurance License #0K18716
(661) 833-7451
Salem.Faulkner@valleystrong.com
Salem Faulkner is a LPL Financial Advisor with Valley Strong Retirement & Wealth Management Group, available through LPL Financial. Salem is a Bakersfield native who focuses on addressing his clients' financial goals through sound advice and access to a variety of quality products and services. He currently holds the series 7 and 66 securities licenses through LPL Financial, as well as the California State Insurance License (#0K18716).
The Financial Consultants of Valley Strong Retirement & Wealth Management Group are Registered Representatives with, and Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates.
Valley Strong Credit Union and Valley Strong Retirement & Wealth Management Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Valley Strong Retirement & Wealth Management Group, and may also be employees of Valley Strong Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Valley Strong Credit Union or Valley Strong Retirement & Wealth Management Group.
Securities and insurance offered through LPL or its affiliates are:
|
|
|
|
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.