Michael Valdez, financial advisor Tampa FL
101 score

Michael Valdez

CRD Number: 1228543
Current Firm: Wilbanks Securities Advisory

Michael Valdez (CRD# 1228543) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Tampa, FL and has over 22 years of experience in the finance industry. Michael Valdez 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
Wilbanks Securities, Inc. Oklahoma City, OK Feb 2012 - Current 4
Wilbanks Securities Advisory Oklahoma City, OK Feb 2012 - Current 4
Nfp Securities Inc. Tampa, FL Apr 2003 - Feb 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1994
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Michael C. Valdez
Phone Number: (813) 546-2203
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    810
    ACCOUNTS
  • Average Account Value
    $149,383
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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