Alexander Joseph Valles
Investment Adviser Representative at PURE Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Alexander Joseph Valles is an investment adviser representative with PURE Financial Advisors, LLC in Brea, CA, where they have been registered since 2022. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors Corporation. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Lincoln Financial Advisors CorporationJan 2016 – Jun 2017Irvine, CA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 – Dec 2021Garden Grove, CA
- Bank of America, N.AJul 2017 – Dec 2021Garden Grove, CA
- Pure Financial Advisors, LLCDec 2021 – Oct 2023San Diego, CA
- Pure Financial Advisors, LLCOct 2023 – no end date reportedSan Diego, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PURE Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 86
- Offices listed on AdvisorFinder:
- 9
- Main office:
- San Diego, CA
- SEC file number:
- 801-70137
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at PURE Financial Advisors, LLC
Showing 12 of 86 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Alexander Joseph Valles has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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