Aaron Gabriel
Aaron Gabriel is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in San Ramon, CA, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2010 Crow Canyon Place, Suite 100, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Aaron serves as trustee on some investment accounts, dedicating minimal time to this. He is also a singer/songwriter, recording artist, and music performer, spending about 10-20% of his time on this activity, and is the sole owner of The Gabriel Group - Raymond James, dedicating minimal time to it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Everen Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
The Stuart-James Company, IncorporatedBroker
Franklin Distributors, INC.Broker
State Registrations34 states
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