Gabriel Adams, financial advisor La Mesa CA

Gabriel Adams

CRD Number: 6330565
Current Firm: Creative Planning

Gabriel Adams (CRD# 6330565) is an Investment Advisor Representative working at Creative Planning in La Mesa, CA and has over 8 years of experience in the finance industry. Gabriel Adams 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.

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Professional Designations
Company Name Location Dates Years
Creative Planning, LLC La Mesa, CA Dec 2021 - Current 2
Reilly Financial Advisors, LLC La Mesa, CA Mar 2021 - Dec 2021 < 1
Wcg Wealth Advisors, LLC San Diego, CA Dec 2018 - Mar 2021 2
Unemployed San Diego, CA Nov 2018 - Dec 2018 < 1
Beta Wealth Group, Inc. San Diego, CA Jun 2017 - Oct 2018 1
Epstein And White Financial LLC San Diego, CA Apr 2016 - Jun 2017 1
Lpl Financial, LLC La Jolla, CA Jul 2015 - Apr 2016 < 1
Hamilton & Associates La Jolla, CA Apr 2014 - Apr 2016 2
University Of California, San Diego La Jolla, CA Aug 2013 - Apr 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Gabriel S. Adams
Phone Number: (866) 909-5148
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    155,328
    MILLIONS
  • Total Number of Accounts
    222,474
    ACCOUNTS
  • Average Account Value
    $698,186
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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