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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabe? Claim Your ProfileGabe Houston is an Investment Advisor Representative at Scharf Investments, LLC. Gabe Houston has been in the industry since May 2006 and is registered in California. Gabe Houston has passed the Series 65 exam. The firm has been in business since 2003 and has offices in Los Gatos, CA. Scharf Investments, LLC manages over $4 billion in assets for individuals, businesses, and trusts. The firm provides financial planning and investment management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Model recommendations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/09/2011 - Present
Scharf Investments, LLC (LOS GATOS CA)
IA
Issued 11/07/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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