![Garrett Gabriel, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
Garrett Gabriel (CRD# 7533094) is an Investment Advisor Representative working at Lido in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
![Scott Swanson, financial advisor Los Angeles CA](/img/ws/profile-blank-sq.png)
CRD# 6491551
Quantum Financial Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lido Advisors, LLC | Dallas, TX | Dec 2021 - Current | 2 |
Unemployed | Westlake, TX | Sep 2021 - Dec 2021 | < 1 |
Spectrum Financial Group | Dallas, TX | Jul 2021 - Sep 2021 | < 1 |
Unemployed | Waco, TX | May 2021 - Jul 2021 | < 1 |
Baylor University | Waco, TX | Aug 2017 - May 2021 | 3 |
Ninfa's Mexican Restaurant | Waco, TX | Nov 2020 - Apr 2021 | < 1 |
Teriyaki Park | Waco, TX | Jul 2020 - Sep 2020 | < 1 |
Cephas Partners | Southlake, TX | Jun 2019 - Jul 2019 | < 1 |
Dent Magic Xpress | Arlington, TX | Jun 2018 - Aug 2018 | < 1 |
Sushi Zushi | Southlake, TX | Jun 2017 - Aug 2017 | < 1 |
Carroll Senior High School | Southlake, TX | Aug 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2022 |
- TX
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Total Assets Under Management19,656MILLIONS
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Total Number of Accounts19,744ACCOUNTS
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Average Account Value$995,562
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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