Alfonso Valente
Alfonso Valente is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plano, TX, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2500 Dallas Parkway, Suite 560, Plano, TX, 75093
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alfonso is a financial advisor and partner at Bell & Valente, LLC since 2008, dedicating minimal time. He is also an owner of RAK Management, LLC since 2015, spending about 10-20% of his time on this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Fund Distributors, INC.Broker
Zweig Securities CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations41 states
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