Paul F. Valencia
Professional summary
Paul Frederick Valencia MR, who also goes by Paul Frederick Valencia, is a registered financial advisor currently at VINEYARD WEALTH ADVISORY LLC located in Temecula, California.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Paul has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Frederick Valencia MR's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 6, 2015 - Present
VINEYARD WEALTH ADVISORY LLC
September 30, 2009 - January 20, 2015
WORLD EQUITY GROUP, INC.
September 26, 2009 - January 20, 2015
WORLD EQUITY GROUP, INC.
August 1, 2001 - October 1, 2009
LPL FINANCIAL LLC
June 6, 2001 - October 1, 2009
LPL FINANCIAL LLC
September 4, 1990 - June 19, 2001
WELLS FARGO CLEARING SERVICES, LLC
March 16, 1987 - September 4, 1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
January 21, 1987 - April 1, 1987
E.M.R. ENTERPRISES
February 24, 1983 - October 5, 1983
FREEMAN FINANCIAL SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/6/2015)
(3/30/2022)
Exams
Series 8
Date: 5/4/1999
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
VINEYARD WEALTH ADVISORY LLC
CRD#: 179529 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 95 |
| AUM (Assets Under Management) | $ 43,306,632 |
Red Flags
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