Dennis Valentino is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1013 Centre Rd, Ste 229, Wilmington, DE, 19805
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is a trustee for multiple Finet Practice 401k plans and has ownership in several LLCs including 308 Group LLC, Bear Tooth Investments LLC DBA Heirloom Wealth Advisors, Cypress Broad LLC, Bear Tooth Acquisitions LLC, Beartooth Investment Properties 1 LLC, Beartooth Investment Properties 2 LLC, and Heirloom Affiliate Management LLC. He also owns commercial rental properties and is a board member for Safe Harbor Condominium Association.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
State Registrations47 states
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