Gabriel Millar (CRD# 6751794) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Claremont, CA | Mar 2021 - Current | 3 |
| Dewpoint Financial | Claremont, CA | Mar 2019 - Feb 2021 | 1 |
| Velox Clearing, LLC | Anaheim, CA | Sep 2017 - Mar 2019 | 1 |
| Traveldew LLC | Missoula, MT | Apr 2016 - Dec 2017 | 1 |
| Velox Securities Inc. | Anaheim, CA | Feb 2017 - Sep 2017 | < 1 |
| Unemployed | Missoula, MT | Aug 2015 - Mar 2016 | < 1 |
| The Resort At Paws Up | Greenough, MT | Mar 2015 - Jul 2015 | < 1 |
| University Of Montana | Missoula, MT | Jan 2014 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
- CA
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Total Assets Under Management27,925MILLIONS
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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