Gabriel Talley (CRD# 6123199) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Winchester, TN and has 1 year of experience in the finance industry. Gabriel Talley 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.
CRD# 5299395
Financial Management Advisors, Inc.
CRD# 1068925
Financial Management Advisors, Inc.
CRD# 4053759
Eudaimonia Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Wealth Partners | Franklin, TN | May 2024 - Current | < 1 |
| Financial Engines Advisors LLC | Sunnyvale, CA | Oct 2019 - May 2024 | 4 |
| Abound Wealth Management | Franklin, TN | Jan 2017 - Oct 2019 | 2 |
| Preston & Cleveland Wealth Management | Franklin, TN | May 2013 - Dec 2016 | 3 |
- TN
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Total Assets Under Management1,043MILLIONS
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- 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)
- Other
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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