Valerie Ann Pate
Investment adviser representative at Schwab Wealth Advisory, Inc.
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Schwab Wealth Advisory, Inc.Mar 2020 to now
- Charles Schwab Wealth AdvisoryJan 2020 to now
- Charles Schwab & Co., Inc.May 2018 to now
- Charles Schwab BankMay 2018 to Jan 2020
- Fidelity Brokerage Services LLCJan 2008 to May 2018
- Fidelity InvestmentsFeb 2007 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5314365
- Firm CRD
- 159035