Pasadena, CA E. Colorado Blvd. Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,461 advisors across 2,960 offices

Location

790 E. Colorado Blvd., Suite 590

Pasadena CA 91101

Advisors at this office

2

Advisors at this office

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Gavin L

Series 63, Series 65

Pasadena, CA

Raymond James Financial

Gavin Lee is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He has worked at Raymond James since 2019 and previously spent 15 years with Wells Fargo Advisors LLC. Outside of his advisory role, he is involved with Arroyo Capital Partners as an owner and dedicates significant time to this support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, employing analytical tools such as risk profiling and probability modeling, and supports specialized areas such as municipal finance and SIMPLE IRA advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Austin H

Series 63, Series 65

Pasadena, CA

Raymond James Financial

Austin Heberger Jr. is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He worked at Wells Fargo Advisors LLC from 2003 to 2019 before joining Raymond James in 2019. He is also a partner at Arroyo Capital Partners, a financial advisory business based in Pasadena, CA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using advanced risk and outcome modeling, and supports its clients through a broad network with specialized services including municipal advisory and SIMPLE IRA employer consulting programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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