Advanced Practice Advisors, LLC

Advanced Practice Advisors, LLC (CRD# 154084) is a financial advisory firm headquartered in La Quinta, CA. They manage $112,948,432 in 542 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    113
    MILLION
  • Total Number of Accounts
    542
    ACCOUNTS
  • Average Account Value
    $208,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, OH, PA, TX, WA

Financial Advisors at Advanced Practice Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Gabriella Sheffield
CRD#: 5409494
78010 Main Street, Suite 201, La Quinta, CA 92253
96
Wealthminder
score

Gabriella Sheffield (CRD# 5409494) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in La Quinta, CA and has over 10 years of experience in the finance industry. Gabriella Sheffield 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.

2
Ravi Davis
CRD#: 5677392
26060 Acero, Suite 303, Mission Viejo, CA 92691
93
Wealthminder
score

Ravi Davis (CRD# 5677392) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in Mission Viejo, CA and has over 4 years of experience in the finance industry. Ravi Davis 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.

3
Carolyn E. Kling
CRD#: 1048779
1201 Camino Del Mar, Ste 203, Del Mar, CA 92014
93
Wealthminder
score

Carolyn Kling (CRD# 1048779) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in Del Mar, CA and has over 32 years of experience in the finance industry.

4
Norman W. Timmins
CRD#: 1941984
78010 Main Street, Suite 201, La Quinta, CA 92253
93
Wealthminder
score

Norman Timmins (CRD# 1941984) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in La Quinta, CA and has over 12 years of experience in the finance industry.

5
David Sztrom
CRD#: 5978581
3970 Via De La Valle, Suite 217, Del Mar, CA 92014
89
Wealthminder
score

David Sztrom (CRD# 5978581) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in Del Mar, CA and has over 2 years of experience in the finance industry.

6
Paul C. Spitzer
CRD#: 1814817
78010 Main Street, Suite 201, La Quinta, CA 92253
83
Wealthminder
score

Paul Spitzer (CRD# 1814817) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in La Quinta, CA and has over 30 years of experience in the finance industry.

7
Kevin S. Stapleton
CRD#: 1556944
78010 Main Street, Suite 201, La Quinta, CA 92253
53
Wealthminder
score

Kevin Stapleton (CRD# 1556944) is an Investment Advisor Representative working at Advanced Practice Advisors, LLC in La Quinta, CA and has over 31 years of experience in the finance industry.

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