Gavin Benbrook, financial advisor San Luis Obispo CA

Gavin Benbrook

CRD Number: 7497476
Current Firm: San Luis Wealth Advisors

Gavin Benbrook (CRD# 7497476) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
San Luis Wealth Advisors San Luis Obispo, CA Mar 2021 - Current 2
Lululemon Athletica San Luis Obispo, CA Aug 2018 - Mar 2021 2
Mindbody, Inc. San Luis Obispo, CA Apr 2019 - Apr 2020 1
Student San Luis Obispo, CA Jan 2012 - Aug 2018 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Gavin W. Benbrook
Phone Number: 805-810-0002
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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