Phillip Valadez

Phillip Valadez

Financial Advisor | Senior Vice President, Investments - Cantera Capital Partners at Raymond James
San Antonio, Texas, United States

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Work Experience

Raymond James

Senior Vice President | Investments, Wealth Management Specialist, Certified Retirement Counselor

2018-03-01 - Present

Wells Fargo Advisors

Senior Vice President - Investment Officer, Fundamental Choice Portfolio Manager

1998-06-01 - 2018-03-01

Merrill Lynch

Financial Consultant

1996-01-01 - 1998-01-01

Edward Jones

Registered Representative

1993-01-01 - 1995-01-01

Skills

financial services finance technology information technology wealth management finance personal investing capital markets banking

Languages

English