user avatar

Darin Craig Gilb

Advisor at Ameritas Advisory Services, LLC — Oroville, CA Mitchell Ave

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Oroville, CA 95966

Ameritas Advisory Services, LLC logo

Ameritas Advisory Services, LLC

Enterprise

Total advisors

552

Across 270 offices

Clients per advisor

53 Typical

Avg AUM per client

$448,118 Typical

HNW client ratio

3% Low

About

Darin Gilb is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at Edward Jones for 17 years before joining Ameritas in 2022. Outside of his advisory role, he owns Darin Gilb Woodworks, a small business creating and selling handmade wood products. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, offering asset management, financial planning, and retirement plan advisory through a variety of program platforms and investment options.

Client services

Based on Ameritas Advisory Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Ameritas Advisory Services, LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy

Occupation focus

Based on Ameritas Advisory Services, LLC

Founder/Business Owner Retired

Demographic focus

Based on Ameritas Advisory Services, LLC

Mid-Career Professionals

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee financial planning and consulting; specific amounts negotiated per client

Percentage

$0 - $250,000: Up to 2.35% (inclusive of program and IAR fees depending on program) $250,001 - $500,000: Up to 2.10% $500,001 - $750,000: Up to 1.85% $750,001 - $1,000,000: Up to 1.60% $1,000,001 - $3,000,000: Up to 1.30% - 1.35% (program dependent) $3,000,001 - $5,000,000: Approximately 1.05% $5,000,001+: Between 0.80% and negotiable depending on program

Commissions

Commission-based variable insurance products sold through affiliated broker-dealer AIC

Project-based

Hourly financial planning fees up to $500/hour

Other

Account minimum: Varies by program; see detailed program minimums below Minimum fee: Minimum fees for some programs, e.g., $50 annual minimum fee in AIS and AMR programs, $40 minimum account fee if under $70,000 in AMR and AMS programs Fee-only: Hourly rates up to $500 per hour and flat fees for financial planning and consulting; paid as agreed with client

Location

See office

Oroville, CA Mitchell Ave

2051 Mitchell Ave

Oroville CA 95966

Advisors at this office

1

Most active in

California

Work history

21 years of industry experience

Ameritas Advisory Services

2022 - Present • 4 years

Lincoln, NE

Ameritas Investment Company,LLC

2022 - Present • 4 years

Lincoln, NE

Gilb Financial

2021 - Present • 5 years

Oroville, CA

Unemployed

2021 - Present • 5 years

Oroville, CA

Edward Jones

2004 - 2021 • 17 years

St. Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Arthur G

CFP®, Series 66

Oroville, CA

Quantum Wealth Advisors LLC

Arthur Garcia is a CFP® and holds a Series 66 license, with 20 years of experience in the financial services industry. He is the principal of Quantum Wealth Advisors LLC and has previously worked at Atlas Financial Advisors, Inc., Pacific Financial Strategies, Inc., and other firms. Outside of his advisory roles, he is also an insurance agent with Atlas Health Insurance Solutions. Quantum Wealth Advisors provides portfolio management, financial planning, and a subscription-based market-timing newsletter to individuals, high-net-worth clients, and businesses. The firm combines multiple analytical approaches and offers flexible fee arrangements, including fixed, hourly, subscription, and asset-based fees.

Wealth management Life insurance needs analysis College savings (529s, UTMA, etc.) General retirement planning Debt management
user avatar

Kent T

Series 63, Series 66

Oroville, CA

Ameritas Advisory Services, LLC

Kent Teixeira is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Ameritas Investment Corp and Aviva USA Corp since 2000 and joined Ameritas Advisory Services in 2021. Teixeira is also an inventor of a product for outdoor landscape use and volunteers on a nonprofit board. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of investment vehicles and technology platforms.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Charitable giving & philanthropy Founder/Business Owner Retired Mid-Career Professionals
user avatar

Michelle Lynn C

Series 66

Oroville, CA

Edward Jones

Michelle Lynn Cagnacci is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2015, including a prior nine-year tenure before her current role. Outside of finance, she is involved in a family-owned spice and extract manufacturing business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and managing approximately $1.01 trillion in assets. The firm maintains a large network of financial advisors and branch offices, providing both discretionary and non-discretionary investment strategies under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Andrew C

CFP®, Series 63

Oroville, CA

STIFEL

Andrew Christensen is a CFP®-designated financial advisor with Stifel, based in Oroville, CA, and has one year of industry experience. Prior to joining Stifel in 2026, he worked at Lido Advisors, LLC and Pure Financial Advisors, LLC. Outside of his financial advisory role, Christensen works as a chauffeur and resort driver for Fairmont Raffles International Hotel in the greater San Diego area. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

General retirement planning Income planning

Lisa R

Series 66

Oroville, CA

Edward Jones

Lisa Rodriguez is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Outside of her advisory role, she serves as trustee for the Rodriguez Family Trust, which manages rental properties in California and Mexico. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large retail advisor network, affiliated capabilities beyond advisory services, and its fiduciary standard in providing advisory services.

Charitable giving tax strategies College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Alexis G

Series 66

Oroville, CA

Edward Jones

Alexis Giordano is a financial advisor with Edward Jones in Oroville, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Alexis worked at Wells Fargo Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as additional affiliated capabilities.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)