Andrew GaberCRD Number: 5045391
Current Firm: Lpl Financial LLC
Andrew Gaber (CRD# 5045391) is an Investment Advisor Representative working at Lpl Financial LLC in Denver, CO and has over 11 years of experience in the finance industry. Andrew Gaber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Meridian Wealth Management LLC
Schaefer Financial Management, Inc.
|Lpl Financial||Greenwood Village, CO||Aug 2018 - Current||3|
|Ameriprise Financial Services, Inc.||Glendale, AZ||Jan 2013 - Aug 2018||5|
|Thrivent Financial For Lutherans||Appleton, WI||Aug 2010 - Jan 2013||2|
|Thrivent Investment Management Inc.||Troy, MI||May 2010 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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