Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin Rodefer is a financial advisor with Wealthfront Advisers LLC. Gavin is registered with FINRA and the state of California. Gavin has a background in real estate and finance. Gavin is passionate about helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Revenue share with affiliate - bd
1
2
CA
05/12/2022 - Present
Wealthfront Advisers LLC (PALO ALTO CA)
CA
10/06/2021 - 05/06/2022
OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)
CO
11/11/2020 - 12/18/2020
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
IA
Issued 02/11/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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