GA
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Gabriela Aguilar

16 Years of Experience
Miami Shores, FL
Broker

Gabriela Aguilar is a registered investment advisor at Raymond James & Associates, INC., based in Miami Shores, FL, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Miami Shores, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.
July 2020 - Present · 5 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
September 2011 - July 2020 · 8 yrs 10 mos
UBS Financial Services INC.Broker
September 2011 - July 2020 · 8 yrs 10 mos
Citigroup Global Markets INC.
August 2011 - September 2011 · 1 mo
Citigroup Global Markets INC.Broker
July 2009 - September 2011 · 2 yrs 2 mos
State Registrations11 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gabriela Aguilar - Financial Advisor | TrueAdvisor