TrueAdvisor
TrueAdvisor
JV
JV

Joe Marcos Valencia

Mfs Institutional Advisors INC.
20 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Mfs Institutional Advisors INC.
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
10,260 clients
Average Client Portfolio
$10.9M average
Assets Under Management
$111.8B

Fee Structure

Minimum Investment:$50M
Financial Planning:Investment management only

Location

111 Huntington Avenue, Boston, MA, 02199-7618

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Mfs Institutional Advisors INC.
July 2023 - Present · 2 yrs 7 mos
Mfs Fund Distributors, INC.
June 2023 - Present · 2 yrs 8 mos
Mfs Fund Distributors, INC.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
American Funds Distributors, INC.
March 2014 - May 2023 · 9 yrs 2 mos
American Funds Distributors, INC.Broker
February 2014 - May 2023 · 9 yrs 3 mos
Franklin/templeton Distributors, INC.Broker
August 2005 - January 2014 · 8 yrs 5 mos
State Registrations2 states
FLMA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.