Index Financial Advisors LLC

Index Financial Advisors LLC (CRD# 141036) is a financial advisory firm headquartered in , . They manage $95,317,143 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $595,732
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
The map below shows states where this firm has explicit registration only.

CA

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

Raymond Gadbois (CRD# 5167530) is an Investment Advisor Representative working at Index Financial Advisors LLC in Healdsburg, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals