Paul Valerio, financial advisor Allentown PA
93 score

Paul Valerio

CRD Number: 3093249
Current Firm: Bb&t Investment Services, Inc.

Paul Valerio (CRD# 3093249) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Allentown, PA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Bb&t Investment Services, Inc. Boyertown, PA Jul 2016 - Current < 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
Ohio National Financial Services Cincinnati, OH Mar 2011 - Apr 2012 1
The O.n. Equity Sales Company Cincinnati, OH Mar 2011 - Apr 2012 1
Stay At Home Father Limerick, PA Jun 2010 - Mar 2011 < 1
Guardian Life Insurance Company Pottstown, PA Oct 2006 - Jun 2010 3
Park Avenue Securities Pottstown, PA Oct 2006 - Jun 2010 3
Cuna Brokerage Services, Inc. Waverly, IA Jun 2003 - Sep 2006 3
Cuna Mutual Life Insurance Company Waverly, IA Jun 2003 - Sep 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
S66 NASAA Uniform Combined State Law Examination Jan 2006
Contact Info for Paul Valerio
Phone Number: 704-954-1364
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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