Paul Valtierra is a registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 28 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
1701 Legacy Dr, Ste 1150 Fl 1, Frisco, TX, 75034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is involved in several rental property businesses, owning properties in Frisco, Plano, Lake Kiowa, and Austin, TX. He dedicates full-time hours to Valtierra Investment Group LLC.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations25 states
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