Paul ValerioCRD Number: 3093249
Current Firm: Bb&t Securities, LLC
Paul Valerio (CRD# 3093249) is an Investment Advisor Representative working at Bb&t Securities, LLC in Allentown, PA and has over 18 years of experience in the finance industry.
Academy Wealth Advisers, LLC
Kaufman Advisory Services, Inc.
Sfg Investment Advisors, Inc.
|Bb&t Securities, LLC||Boyertown, PA||Jan 2018 - Current||< 1|
|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|
|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 Management18,055MILLIONS
Total Number of Accounts42,521ACCOUNTS
Average Account Value$424,604
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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