Phillip Valadez
Phillip Valadez is a registered investment advisor at Raymond James & Associates, INC., based in San Antonio, 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 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
401 E. Sonterra Blvd., #100, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2018Customer Dispute
November 2013Customer Dispute
June 2006Other Business Activities
Phillip is a Deacon and Chairman of the Deacons at The Fellowship of San Antonio since 2018. He dedicates a few hours per week to running capital campaigns and providing financial guidance to staff and boards.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations36 states
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.