Gabriel
Rodriguez
We Alliance Wealth Advisors, Inc
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About this Advisor
Gabriel Rodriguez is a financial advisor who works out of Roseville, California who has 3 years of industry experience. Rodriguez currently works for We Alliance Wealth Advisors, Inc. Over the course of their career, they have held roles at Aztec Shops LTD, The Daily Transcript and We Alliance Wealth Advisors, Inc. Rodriguez holds a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in California. We Alliance Wealth Advisors, Inc is a firm that has its headquarters in Roseville, CA. It oversees $197 million in assets among its 260 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. We Alliance Wealth Advisors, Inc offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on which services are provided. However, fee types billed by We Alliance Wealth Advisors, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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We Alliance Wealth Advisors, Inc Brokerage Details
$196,535,673
7
260
$755,906
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Gabriel Rodriguez Work History
Gabriel has been registered as a financial advisor for 3 years.*
We Alliance Wealth Advisors, Inc
The Daily Transcript
Aztec Shops LTD
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gabriel Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at We Alliance Wealth Advisors, Inc
Roseville, CA
Roseville, CA
Roseville, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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