Paul N. Deal

VALEO FINANCIAL ADVISORS

Richmond , VA 23235

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CRD#: 4220106

Professional summary

Paul Nathan Deal, who also goes by Paul Nathan Deal, is a registered financial advisor currently at VALEO FINANCIAL ADVISORS, LLC located in Richmond , Virginia.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Paul has worked at 7 firms and has passed the Series 63, Series 65, Series 66, SIE, Series 57 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Paul Nathan Deal

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Nathan Deal's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 31, 2026 - Present

VALEO FINANCIAL ADVISORS, LLC

Office #1: 9020 Stony Point Parkway Ste 145, Richmond , VA 23235

RIA

CRD#: 127132

Richmond , VA

Past

June 25, 2025 - July 14, 2026

CREATIVE PLANNING

RIA

CRD#: 105348

Richmond, VA

Past

March 1, 2021 - March 10, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

February 23, 2021 - June 29, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

February 17, 2021 - June 23, 2025

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

RICHMOND, VA

Past

February 17, 2021 - June 23, 2025

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

RICHMOND, VA

Past

March 20, 2014 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

February 24, 2014 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

April 5, 2011 - January 27, 2014

CARY STREET PARTNERS

RIA

CRD#: 128545

RICHMOND, VA

Past

September 13, 2001 - September 15, 2004

DAVENPORT & COMPANY LLC

RIA

CRD#: 1588

RICHMOND, VA

Past

May 24, 2001 - September 15, 2004

DAVENPORT & COMPANY LLC

CRD#: 1588

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VALEO FINANCIAL ADVISORS, LLC

CRD#: 127132 / SEC#: 801-66402

RIA

Registered Investment Advisory firm - (3/17/2006 Approved)

California

Registered Investment Advisory firm - (4/21/2006 Terminated)

Indiana

Registered Investment Advisory firm - (4/21/2006 Terminated)

Ohio

Registered Investment Advisory firm - (4/21/2006 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(8/31/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/11/2022

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/2/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/4/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 12/19/2016

Securities Trader Exam

General Industry/Product Exam

Series 7

Date: 3/20/2014

General Securities Representative Examination

Current Firm

VALEO FINANCIAL ADVISORS, LLC

CRD#: 127132 / SEC#: 801-66402

RIA

Registered Investment Advisory firm - (3/17/2006 Approved)

California

Registered Investment Advisory firm - (4/21/2006 Terminated)

Indiana

Registered Investment Advisory firm - (4/21/2006 Terminated)

Ohio

Registered Investment Advisory firm - (4/21/2006 Terminated)

PREMIUM

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Contact information

Main Address

10 W. Carmel Dr Ste 400, Carmel, IN 46032-3357

Mailing Address

Phone number

(317) 218-6000

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VALEO FINANCIAL ADVISORS ADV PART 2 (12/2/2025)

Regulatory assets under management

Total Number of Accounts	23,718
AUM (Assets Under Management)	$ 10,639,940,975

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2025	Cover Page	Report
08/28/2024	Cover Page	Report
10/26/2023	Cover Page	Report
01/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Paul N. Deal

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Nathan Deal's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

CARY STREET PARTNERS

DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

Primary Firm SEC Registration

VALEO FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/11/2022

Series 65

Date: 12/2/2010

Series 66

Date: 9/4/2001

SIE

Date: 10/1/2018

Series 57

Date: 12/19/2016

Series 7

Date: 3/20/2014

Current Firm

VALEO FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

VALEO FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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