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Roberto Andre Valderrama

CWM ADVISORS, LLC·HOLLISTER, California
SIE, Series 7, Series 66Clean record14 years registeredCWM ADVISORS, LLC
650 SAN BENITO ST., HOLLISTER, CA 95023CRD# 5758583Firm CRD# 171988

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Roberto Andre Valderrama · HOLLISTER, CA
Registration
CRD #5758583 · CWM ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: CWM ADVISORS, LLC
INSPIRE INVESTING, LLC
Aug 2015 – Jan 2022
FRANKLIN, TN
CREATIVE FINANCIAL DESIGNS, INC.
Jul 2015 – Dec 2016
Franklin, TN
NEXT FINANCIAL GROUP, INC.
Jan 2012 – Jul 2015
SANTA CLARA, CA
AMERIPRISE FINANCIAL SERVICES, INC.
Oct 2011 – Feb 2012
SAN JOSE, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · October 10, 2011
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INSPIRE INVESTING, LLC
CRD 171988 · SEC 801-108947
AUM
$2.6B
Regulatory assets under management
Employees
26
470 client accounts
Services offered by INSPIRE INVESTING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
High Net Worth Individuals
View all advisors at INSPIRE INVESTING, LLC →
Introduction

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05

Frequently Asked Questions

What services does Roberto Andre Valderrama offer?
Roberto Andre Valderrama specializes in Financial Planning, Investment Management.
What are Roberto Andre Valderrama's credentials?
Roberto Andre Valderrama is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roberto Andre Valderrama located?
Roberto Andre Valderrama is based in HOLLISTER, California, last registered with CWM ADVISORS, LLC.
How does Roberto Andre Valderrama charge for services?
Roberto Andre Valderrama's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CWM ADVISORS, LLC?
CWM ADVISORS, LLC has approximately 26 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CWM ADVISORS, LLC

Michael Helmut Graef
HOLLISTER, CA
CFP
Joseph Henry Verissimo
HOLLISTER, CA

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