Gilbert ValtierraCRD Number: 6196616
Current Firm: Wells Fargo Clearing Services, LLC
Gilbert Valtierra (CRD# 6196616) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Sacramento, CA and has over 8 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Wells Fargo Clearing Services, LLC||San Andreas, CA||Nov 2016 - Current||5|
|Wells Fargo Bank Na||San Andreas, CA||May 2010 - Jan 2017||6|
|Wells Fargo Advisors LLC||San Andreas, CA||May 2013 - Nov 2016||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- A percentage of assets under your management
- Hourly charges
- 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, 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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