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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Byron? Claim Your ProfileByron Valles is a financial advisor with Mission Wealth Management, LP, located in Walnut Creek, CA. Byron has been in the financial services industry since 2011, working with clients in California. Byron holds Series 7, Series 9, Series 10, Series 66 and SIE licenses. Byron is also a Certified Financial Planner and specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Byron has experience working with high-net-worth individuals, charitable organizations, corporations and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/27/2024 - Present
Mission Wealth Management, LP (Walnut Creek CA)
CA
07/13/2023 - 02/26/2024
LPL FINANCIAL LLC (SAN MATEO CA)
CA
06/16/2021 - 06/21/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
06/12/2019 - 06/09/2021
FIDELITY BROKERAGE SERVICES LLC (DUBLIN CA)
CA
05/12/2018 - 05/28/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
BOTH
Issued 09/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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