Michael Gonzales, financial advisor Addison TX
93 score

Michael Gonzales

CRD Number: 1099523
Current Firm: Principal Securities, Inc.

Michael Gonzales (CRD# 1099523) is an Investment Advisor Representative working at Principal Securities, Inc. in Addison, TX and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Source 1 Financial Services Plano, TX Jan 2008 - Current 8
Principal Life Insurance Co Plano, TX Nov 2007 - Current 9
Princor Financial Services Corp Plano, TX Nov 2007 - Current 9
American General Securities Incorporated Plano, TX Jan 1998 - Nov 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for Michael J. Gonzales
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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