Shayne Gabris, financial advisor San Diego CA

Shayne Gabris

CRD Number: 7337448
Current Firm: Sagepoint Financial, Inc.

Shayne Gabris (CRD# 7337448) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in San Diego, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Sagepoint Financial San Diego, CA Sep 2021 - Current < 1
Independent Capital Management San Diego, CA Aug 2021 - Current < 1
Unemployed Las Vegas, NV Mar 2021 - Jul 2021 < 1
Angeli Foster Of Advent Financial Services San Diego, CA Nov 2020 - Feb 2021 < 1
Unemployed Newport Beach, CA Aug 2020 - Oct 2020 < 1
Inspira Marketing Orange County, CA Aug 2015 - Jul 2020 4
Unemployed Santa Margarita, CA May 2015 - Jul 2015 < 1
Arizona State University Tempe, AZ Aug 2013 - Apr 2015 1
Premier Valet Orange County, CA May 2014 - Aug 2014 < 1
American Valet Phoenix, AZ Oct 2013 - Dec 2013 < 1
Surfside Valet San Juan Capistrano, CA May 2013 - Aug 2013 < 1
Saddleback Community College Mission Viejo, CA Aug 2012 - May 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Shayne Gabris
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,245
    MILLIONS
  • Total Number of Accounts
    64,353
    ACCOUNTS
  • Average Account Value
    $252,436
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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

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