EV
EV

Elijah Valtierra

4 Years of Experience
Frisco, TX
Broker

Elijah Valtierra is a registered investment advisor at Wells Fargo Advisors, based in Frisco, TX, with 4 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1701 Legacy Dr, Ste 1150 Fl 1, Frisco, TX, 75034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Elijah owns rental property in Austin, TX since 2021, dedicating minimal time as a landlord. He also is involved with MT Carmel Pyrotechnics LLC since 2023, dedicating full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 4 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2021 - Present · 4 yrs 11 mos
State Registrations25 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.