Sergio Cabral (CRD# 6323440) is an Investment Advisor Representative working at Primerica Advisors in Simi Valley, CA and has over 9 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfs Investments Inc. | Simi Valley, CA | Apr 2019 - Current | 4 |
Primerica Financial Services | Simi Valley, CA | Mar 2001 - Current | 23 |
Miguel A Gonzalez And Sergio T Cabral | Sylmar, CA | Oct 2011 - Dec 2019 | 8 |
Pinnacle Estate Properties, Inc. | Calabasas, CA | Apr 2018 - Nov 2019 | 1 |
Wg Group Real Estate Services, Inc. | Calabasas, CA | Apr 2018 - Nov 2019 | 1 |
A Team Realty, Inc. | Woodland Hills, CA | Aug 2017 - Apr 2018 | < 1 |
Sync Brokerage, Inc. | Woodland Hills, CA | Jul 2017 - Apr 2018 | < 1 |
Jp Morgan Securities LLC | Tujunga, CA | Mar 2016 - Jul 2017 | 1 |
Jp Morgan Chase Bank | Tujunga, CA | Mar 2016 - Jul 2017 | 1 |
Axa Advisors, LLC | New York, NY | Jul 2014 - Mar 2016 | 1 |
Strategic Property Management | Agoura Hills, CA | Apr 2013 - Sep 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management7,088MILLIONS
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Total Number of Accounts56,552ACCOUNTS
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Average Account Value$125,337
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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