Index Financial Advisors LLC

Index Financial Advisors LLC (CRD# 141036) is a financial advisory firm headquartered in , . They manage $61,587,000 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Index Financial Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
Raymond P. Gadbois
CRD#: 5167530
Piedmont, CA

Raymond Gadbois (CRD# 5167530) is an Investment Advisor Representative working at Index Financial Advisors LLC in Piedmont, CA and has over 12 years of experience in the finance industry.

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