Aaron Gabriel, financial advisor San Ramon CA
96 score

Aaron Gabriel

CRD Number: 1803235
Current Firm: Raymond James Financial Services Advisors, Inc.

Aaron Gabriel (CRD# 1803235) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Ramon, CA and has over 26 years of experience in the finance industry. Aaron Gabriel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services, Inc. San Ramon, CA May 2014 - Current 2
The Gabriel Group San Ramon, CA May 2014 - Current 2
Raymond James Financial Services Advisors Inc. San Ramon, CA May 2014 - Current 2
Raymond James & Associates San Jose, CA May 2008 - May 2014 6
Everen Securities, LLC San Jose, CA Jan 2008 - May 2008 < 1
A. G. Edwards & Sons, Inc. San Jose, CA Nov 1996 - Jan 2008 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1990
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Aaron M. Gabriel
Phone Number: 727-567-5877
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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