Raymond Gadbois, financial advisor Healdsburg CA

Raymond Gadbois

CRD Number: 5167530
Current Firm: Index Financial Advisors LLC

Raymond Gadbois (CRD# 5167530) is an Investment Advisor Representative working at Index Financial Advisors LLC in Healdsburg, CA and has over 17 years of experience in the finance industry. Raymond Gadbois 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.

Similar Advisors
Eric Abbott, financial advisor Healdsburg CA
Eric C. Abbott
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
Similar Advisors
Matthew Adams, financial advisor Healdsburg CA
Matthew L. Adams
CRD# 5598677
Mai Capital Management, LLC
Similar Advisors
Jimmie Alexander, financial advisor Healdsburg CA
Jimmie Alexander
CRD# 2087674
Securities America Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Index Financial Advisors Healdsburg, CA Apr 2006 - Current 17
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Raymond P. Gadbois
Phone Number: 510-910-8720
Registered State(s):
  • CA
Current Firm Details
Index Financial Advisors LLC
Firm's CRD Number: 141036
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $518,535
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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.