Gabriel Vallejo is a registered investment advisor, based in Plano, TX, with 10 years of industry experience.
Location
7900 Windrose Ave, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2015Denied
Other Business Activities
Gabriel works as an Investment Adviser Representative for Intercam Advisors, Inc. since September 2024. This affiliated, investment-related business takes about a quarter of Gabriel's time.
Employment History
Current Registrations
Vanguard Marketing Corporation
February 2026 - Present · 5 mos
Vanguard Advisers, INC.
February 2026 - Present · 5 mos
Vanguard Marketing CorporationBroker
February 2026 - Present · 5 mos
Previous Registrations
Intercam Advisors, INC.
September 2024 - October 2025 · 1 yr 1 mo
Intercam Securities, INC.Broker
September 2024 - October 2025 · 1 yr 1 mo
LPL Financial LLCBroker
July 2019 - December 2023 · 4 yrs 5 mos
LPL Financial LLC
July 2019 - December 2023 · 4 yrs 5 mos
TD Ameritrade Investment Management, LLC
October 2016 - January 2018 · 1 yr 3 mos
TD Ameritrade, INC.
October 2016 - January 2018 · 1 yr 3 mos
TD Ameritrade, INC.Broker
September 2016 - January 2018 · 1 yr 4 mos
First Command Financial Planning, INC.Broker
March 2016 - May 2016 · 2 mos
Amerivest Investment Management, LLC
February 2014 - January 2016 · 1 yr 11 mos
TD Ameritrade, INC.
February 2014 - January 2016 · 1 yr 11 mos
TD Ameritrade, INC.Broker
November 2012 - January 2016 · 3 yrs 2 mos
Pruco Securities, LLC.Broker
August 2012 - September 2012 · 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.