Yvette
Spillman
Gradient Advisors, LLC
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About this Advisor
Yvette Spillman is a financial advisor based in Temecula, California, working with Gradient Advisors, LLC. Yvette has previously held positions at Southern Az Retirement Council, Redhawk Wealth Advisors, Inc, Balboa Wealth Partners, Inc, Southern Ca Retirement Council/ P.K.A Wealth Protection Partners, Virtue Capital Management, LLC, Optivise Advisory Services, Oneamerica Securities, Kinetic Investment Management, Inc, Secure Investment Management, Wealth Protection Partners, Inc, Gradient Advisors, LLC, and American United Life. Yvette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Yvette is part of Gradient Advisors, LLC, which operates out of Temecula, California. The firm has 129 offices and 157 employees. The firm manages assets totaling $207.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Gradient Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$207,096,853
157
2,706
$76,532
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Yvette Spillman Work History
Gradient Advisors, LLC
Secure Investment Management
Wealth Protection Partners, Inc
Oneamerica Securities
Kinetic Investment Management, Inc
American United Life
Optivise Advisory Services
Virtue Capital Management, LLC
Balboa Wealth Partners, Inc
Redhawk Wealth Advisors, Inc
Southern Ca Retirement Council/ P.K.A Wealth Protection Partners
Southern Az Retirement Council
Disclosures
Please visit the SEC profile of Yvette Spillman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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