Paul Valencia (CRD# 1074828) is an Investment Advisor Representative working at Vineyard Wealth Advisory LLC in Temecula, CA and has over 36 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vineyard Wealth Advisory LLC | Temecula, CA | Mar 2015 - Current | 9 |
| World Equity Group | Temecula, CA | Sep 2009 - Jan 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1988 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
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Total Assets Under Management27MILLIONS
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Total Number of Accounts80ACCOUNTS
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Average Account Value$335,590
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, TX
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