Gabriella SheffieldCRD Number: 5409494
Current Firm: Advanced Practice Advisors, LLC
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.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Gupta Wealth Management, LLC||San Diego, CA||Feb 2015 - Current||3|
|Gupta Wealth Management||San Diego, CA||Oct 2014 - Feb 2015||< 1|
|Ubs Financial Services Inc.||San Diego, CA||Aug 2012 - Sep 2014||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||La Jolla, CA||Oct 2009 - Aug 2012||2|
|Banc Of America Investment Services, Inc.||La Jolla, CA||Aug 2007 - Oct 2009||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management113MILLIONS
Total Number of Accounts542ACCOUNTS
Average Account Value$208,392
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, CA, OH, PA, TX, WA
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