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Phillip Valadez, CPFA, CRC, WMS

Phillip Valadez, CPFA, CRC, WMS

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Followers of Phillip Valadez, CPFA, CRC, WMS1000 followers
location of Phillip Valadez, CPFA, CRC, WMSSan Antonio, Texas Metropolitan Area

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  • Timeline

  • About me

    Financial Advisor | Senior Vice President, Investments - Cantera Capital Partners at Raymond James

  • Education

    • Angelo State University

      1988 - 1993
      Bachelor of Business Administration (B.B.A.) Business Administration and Management, General

      Activities and Societies: Sigma Phi Epsilon

  • Experience

    • Edward Jones

      Jan 1993 - Jan 1995
      Registered Representative

    • Merrill Lynch

      Jan 1996 - Jan 1998
      Financial Consultant

    • Wells Fargo Advisors

      Jun 1998 - Mar 2018
      Senior Vice President - Investment Officer, Fundamental Choice Portfolio Manager

    • Raymond James

      Mar 2018 - now
      Senior Vice President | Investments, Wealth Management Specialist, Certified Retirement Counselor

  • Licenses & Certifications

    • Certified Retirement Counselor

      The International Foundation for Retirement Education

    • Wealth Management Specialist

      Kaplan Professional
      Jan 2019

  • Volunteer Experience

    • Volunteer / Fund Raiser

      Issued by Muscular Dystrophy Association
      Muscular Dystrophy AssociationAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Contributor, Volunteer

      Issued by San Antonio Food Bank
      San Antonio Food BankAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Vounteer

      Issued by The Salvation Army
      The Salvation ArmyAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Volunteer

      Issued by AVA's Wish
      AVA's WishAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Fund Raiser

      Issued by The University of Texas at San Antonio
      The University of Texas at San AntonioAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Transport Meals

      Issued by Meals On Wheels Association of America
      Meals On Wheels Association of AmericaAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Volunteer

      Issued by Elf Louise Christms Project
      Elf Louise Christms ProjectAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Deacon - Board Secretary

      Issued by The Fellowship of San Antonio
      The Fellowship of San AntonioAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Coach

      Issued by YMCA of Greater San Antonio on Dec 2013
      YMCA of Greater San AntonioAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Volunteer Donor

      Issued by Warrior Family Support Center on Apr 2003
      Warrior Family Support CenterAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Watch D.O.G.S

      Issued by National Center for Fathering on Sept 2014
      National Center for FatheringAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Volunteer

      Issued by Toys 4 Tots on Dec 2013
      Toys 4 TotsAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Coach

      Issued by McAllister Park LL on Sept 2009
      McAllister Park LLAssociated with Phillip Valadez, CPFA, CRC, WMS

    • The Annual Fund - Chair

      Issued by San Antonio Christian Schools on Jun 2014
      San Antonio Christian SchoolsAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Executive Committee

      Issued by American Cancer Society on May 2012
      American Cancer SocietyAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Event Organizer

      Issued by Christmas En El Barrio on Sept 2013
      Christmas En El BarrioAssociated with Phillip Valadez, CPFA, CRC, WMS

    • Cub Master

      Issued by Boy Scouts of America on Aug 2008
      Boy Scouts of AmericaAssociated with Phillip Valadez, CPFA, CRC, WMS