Gilbert Valtierra
Gilbert Valtierra is a registered investment advisor at Wells Fargo Advisors, based in San Andreas, CA, with 13 years of industry experience. Gilbert 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
169 E Saint Charles St, San Andreas, CA, 95249
Get directionsHistory
Regulatory History (2)
Financial
August 2020Financial
July 2020Other Business Activities
Gilbert is a board member for St. Andrews Place HOA, spending minimal time attending property management meetings. He also works as an on-air host for KVGC Hometown Radio and hosts a podcast about local high school football, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations12 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
- David Ivan, CFPEmpower Advisory Group, LLC