Shayne GabrisCRD 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.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|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|
Total Assets Under Management16,245MILLIONS
Total Number of Accounts64,353ACCOUNTS
Average Account Value$252,436
- 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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