Valerie Pate, financial advisor Lone Tree CO

Valerie Pate

CRD Number: 5314365
Current Firm: Schwab Wealth Advisory, Inc.

Valerie Pate (CRD# 5314365) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Lone Tree, CO and has over 16 years of experience in the finance industry. Valerie Pate has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Charles Schwab Private Client Advisory Lone Tree, CO Jan 2020 - Current 4
Charles Schwab & Company, Inc. Lone Tree, CO May 2018 - Current 5
Charles Schwab Bank Lone Tree, CO May 2018 - Jan 2020 1
Fidelity Brokerage Services LLC Westlake, TX Jan 2008 - May 2018 10
Fidelity Investments Westlake, TX Feb 2007 - May 2018 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Valerie A. Pate
Phone Number: 415-667-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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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