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James Smith - Email & Phone Number

Financial Advisor at Gateway Financial Advisors, Inc.

James Smith is based out of Walnut Creek, California, United States and works at Gateway Financial Advisors, Inc. as Financial Advisor.

James Smith's Contact Information

Latest update
June 9, 2026
Location
Walnut Creek, California, United States

James's current employer

Gateway Financial Advisors, Inc. logo

Gateway Financial Advisors, Inc.

Description
HQ Location
Albuquerque, New Mexico, United States
Number of employees
51-200
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about James Smith

What company is James Smith working for?
James Smith works for Gateway Financial Advisors, Inc..
What is James Smith's function at Gateway Financial Advisors, Inc.?
James Smith is Financial Advisor at Gateway Financial Advisors, Inc..
Where is James Smith based?
James Smith is based out of Walnut Creek, California, United States.
Who are James Smith's co-workers?
James Smith's colleagues are Shane Westhoelter, Steve Doman, Nicole Varick, David McCaman, Gabriel Aufiero, Chad Cooper, David Beltran, Steve Goslin, David Bobrowsky, Rickey Bowen, Tim Porter, Harry Panosian, David King, Brian Lombardo, CFP®, CPA, Kevin Brown, Derek Cockrell, Aprilyn LACP, Scott Gill, Gary Wood, Michael Bivens, Brian Lombardo, Julie He, Jane Louie, Mike Liu, Roland Bergman.
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James's co-workers

Shane Westhoelter avatar
Shane Westhoelter
President/CEO
Steve Doman avatar
Steve Doman
VP Operations
Nicole Varick avatar
Nicole Varick
Director of Transitions/Business Development Associate
David McCaman avatar
David McCaman
Financial Advisor
Gabriel Aufiero avatar
Gabriel Aufiero
Financial Advisor
Chad Cooper avatar
Chad Cooper
Financial Advisor
David Beltran avatar
David Beltran
Financial Advisor / Investment Advisor Representative
Steve Goslin avatar
Steve Goslin
Financial Advisor
David Bobrowsky avatar
David Bobrowsky
Financial Planner
Rickey Bowen avatar
Rickey Bowen
Independent Financial Planner
Tim Porter avatar
Tim Porter
Financial Advisor
Harry Panosian avatar
Harry Panosian
Certified Financial Planner ™, Certified Divorce Financial Analyst®,Chartered Financial Consltant™
David King avatar
David King
Financial Advisor
Brian Lombardo, CFP®, CPA avatar
Brian Lombardo, CFP®, CPA
Certified Financial Planner & Branch Manager
Kevin Brown avatar
Kevin Brown
Investment Advisor Representative
Derek Cockrell avatar
Derek Cockrell
Wealth Manager
Aprilyn LACP avatar
Aprilyn LACP
Financial Advisor
Scott Gill avatar
Scott Gill
Financial Advisor, CFP®, ChSNC®
Gary Wood avatar
Gary Wood
Branch Manager
Michael Bivens avatar
Michael Bivens
Financial Advisor, Branch Manager - Gilbert AZ
Brian Lombardo avatar
Brian Lombardo
Certified Financial Planner & Branch Manager
Julie He avatar
Julie He
Financial Advisor
Jane Louie avatar
Jane Louie
Human Capital Financial Services Provider
Mike Liu avatar
Mike Liu
Independent Financial Advisor
Roland Bergman avatar
Roland Bergman
Financial Planner / Investment Advisor Rep.
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