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Gabriel Plazola-Martinez

6 Years of Experience
Rockville, MD
Broker

Gabriel Plazola-Martinez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rockville, MD, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2000 Tower Oaks Boulevard, Suite 250, Rockville, MD, 20852

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Gabriel is the Chief Operating Officer at Financial 360, LLC since 2016. This takes about half of Gabriel's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2023 - Present · 2 yrs 7 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Raymond James Financial Services, INC.
January 2020 - Present · 6 yrs 4 mos
State Registrations38 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMOMTNCNJNMNVNYOHORPASCTNTXVAVTWAWIWV
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.
Gabriel Plazola-Martinez - Financial Advisor | TrueAdvisor