Paul ValerioCRD 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.
Academy Wealth Advisers, LLC
Kaufman Advisory Services, Inc.
Sfg Investment Advisors, Inc.
|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|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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