Gavin BenbrookCRD 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.
Lpl Financial LLC
San Luis Wealth Advisors
J.p. Morgan Securities LLC
|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|
Total Assets Under Management495MILLIONS
Total Number of Accounts1,068ACCOUNTS
Average Account Value$463,509
- 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
AZ, CA, MI, NM, TX
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