Joan Gonzalez (CRD# 2005640) is an Investment Advisor Representative working at Brightplan LLC in San Jose, CA and has over 16 years of experience in the finance industry. Joan Gonzalez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brightplan LLC | San Jose, CA | Jun 2021 - Current | 2 |
| Unemployed | Framingham, MA | Sep 2020 - Jun 2021 | < 1 |
| New Horizons Computer Learning Centers (united Training) | Waltham, MA | Apr 2020 - Sep 2020 | < 1 |
| Unemployed | Framingham, MA | Jan 2020 - Apr 2020 | < 1 |
| Advice Systems, Inc. | Westborough, MA | Apr 2019 - Jan 2020 | < 1 |
| Winslow, Evans & Crocker, Inc. | Boston, MA | Jan 2014 - Apr 2019 | 5 |
| The Midas Collaborative | Allston, MA | Jun 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2008 |
- LA
- MA
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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