Gavin Benbrook (CRD# 7497476) is an Investment Advisor Representative working at San Luis Wealth Advisors in San Luis Obispo, CA and has over 2 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| San Luis Wealth Advisors | San Luis Obispo, CA | Mar 2021 - Current | 3 |
| 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 |
- CA
-
Total Assets Under Management561MILLIONS
-
Total Number of Accounts1,254ACCOUNTS
-
Average Account Value$447,433
- 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
- Other
AZ, CA, NM, TX
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.