Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gabriel? Claim Your ProfileGabriel Pelphrey is a financial advisor with Lion Street Advisors, LLC. Gabriel has been in the financial services industry since 2012 and holds the Series 66, SIE and Series 7 licenses. Gabriel has experience working with individuals, high-net-worth individuals, and businesses. Gabriel provides financial planning, portfolio management, and pension consulting 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
09/12/2018 - Present
Lion Street Advisors, LLC (Southlake TX)
TX
02/16/2012 - 09/04/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FORT WORTH TX)
BOTH
Issued 05/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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