Paul Valerio (CRD# 3093249) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Boyertown, PA and has over 24 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Truist Investment Services, Inc. | Elverson, PA | Feb 2021 - Current | 3 |
Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
Bb&t Securities, LLC | Boyertown, PA | Jan 2018 - Feb 2021 | 3 |
Bb&t Investment Services, Inc. | Boyertown, PA | Jul 2016 - Jan 2018 | 1 |
Cetera Investment Advisers LLC | Pottstown, PA | Jan 2014 - Jul 2016 | 2 |
Cetera Investment Services LLC | St. Cloud, MN | May 2012 - Jul 2016 | 4 |
National Penn Bank | Pottstown, PA | May 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1999 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2006 |
- PA
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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