Valerie Ann Pate is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC., CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-01-02 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2020-03-09 | present | Yes |
| STRATEGIC ADVISERS LLC | 2015-01-06 | 2018-06-02 | — |