Patricia Valenzuela
Patricia Valenzuela is a registered investment advisor at Raymond James & Associates, INC., based in Pasadena, CA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
301 North Lake Avenue, Suite 1150, Pasadena, CA, 91101
Get directionsHistory
Regulatory History (2)
Financial
July 2017Financial
February 2017Other Business Activities
Patricia works as an independent contractor making and decorating cakes for family and friends since 1982. She charges for materials and time, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.