Alfonso Valente

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Raymond James Financial Services
  Plano, TX
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Plano, TX
• 08/2016 → 05/2017
  City Of Plano
  Plano, TX

Previous Registrations

• 2002-05-09 → 2008-01-31
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Plano, TX
  Florham Park, NJ
  Plano, TX
  Florham Park, NJ

Other Businesses

(1) Name of Business: Bell & Valente Wealth Services Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/03/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Bell & Valente, LLC Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/29/2008 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Financial Advisor / partner (3) Name of Business: RAK Management, LLC Address: 2500 Dallas Pkwy Ste 560, Plano, TX, 75093, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-11
• S63 Uniform Securities Agent State Law Examination
  1993-01-21