Index Financial Advisors LLC
Index Financial Advisors LLC (CRD# 141036) is a financial advisory firm headquartered in , . They manage $53,941,000 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management54MILLION
Total Number of Accounts149ACCOUNTS
Average Account Value$362,020
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Raymond Gadbois (CRD# 5167530) is an Investment Advisor Representative working at Index Financial Advisors LLC in Piedmont, CA and has over 10 years of experience in the finance industry.