AdFi
VL

Valerie Lee Mihailovic

Investment Adviser Representative at INTRINSIC VALUE PARTNERS, LLC

Peoria, AZCRD #2704091Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
2 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Valerie Lee Mihailovic has worked in the securities industry since 2026. They have passed the Series 65, 63, 7, and 6 examinations. They are registered to provide investment advisory services in Arizona and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/30/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 12/23/1997
Series 7
General Securities Representative Examination
Passed 10/16/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/17/1997

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0001.00%
Next $1,000,0000.90%
Next $1,000,0000.80%
Above $3,000,0000.50%
Source

Intrinsic Value Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INTRINSIC VALUE PARTNERS, LLCCurrent
5/30/2026Peoria, AZ

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INTRINSIC VALUE PARTNERS, LLC

2 other advisors in the directory

View INTRINSIC VALUE PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Valerie Lee Mihailovic has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Valerie Lee Mihailovic - Financial Advisor in Peoria, AZ | AdvisorFinder