Gabriel Blancarte, financial advisor Lewisville TX

Gabriel Blancarte

CRD Number: 7733530
Current Firm: Advice And Planning Services

Gabriel Blancarte (CRD# 7733530) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has 1 year of experience in the finance industry.

Similar Advisors
Erik Aaker, financial advisor Lewisville TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Similar Advisors
Thomas Aarons, financial advisor Lewisville TX
Thomas J. Aarons
CRD# 5076833
Charles Schwab & Company, Inc.
Similar Advisors
Ashkan Abbassi, financial advisor Lewisville TX
Ashkan Abbassi
CRD# 5959695
Fisher Investments
Company Name Location Dates Years
Tiaa Lewisville, TX Jun 2023 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Jun 2023 - Current < 1
University Of Missouri Columbia, MO Jan 2023 - May 2023 < 1
Fletching Capital Columbia, MO Aug 2022 - Jan 2023 < 1
Tiaa Charlotte, NC Jun 2022 - Aug 2022 < 1
Education - University Of Missouri Columbia, MO Aug 2021 - Jun 2022 < 1
Ls Fencing Gladstone, MO May 2019 - Aug 2021 2
Above All Liberty, MO Aug 2018 - Feb 2020 1
Education Liberty, MO Aug 2015 - May 2019 3
Quiktrip Gladstone, MO Jun 2017 - Dec 2018 1
Price Chopper Kansas City, MO Aug 2016 - Jun 2017 < 1
Unemployed Liberty, MO May 2013 - Aug 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Gabriel R. Blancarte
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.