Paul Vallee
Paul Vallee is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 26 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
320 Broad St 4th Fl, [Rbo], Charleston, SC, 29401
Get directionsHistory
Regulatory History (1)
Criminal
December 1982Other Business Activities
Paul owns rental property in Murrells Inlet, SC with his spouse since 2018. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
First Union Brokerage Services, INC.Broker
State Registrations11 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.
Exams
More Advisors
- Ashley Carter, CFPWells Fargo Advisors
- Adam SciutoWells Fargo Advisors
- Dennis ColemanWells Fargo Advisors
- Wilson Kistler, CFPWells Fargo Advisors
- Wendy Brewer, PFSWells Fargo Advisors
- Kingsland BlandWells Fargo Advisors