Eduardo Gonzalez-Lopez (CRD# 5702541) is an Investment Advisor Representative working at Edgon Advisory LLC in Hartford, CT and has over 14 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edgon Financial LLC | Hartford, CT | Apr 2009 - Current | 15 |
| Innovation Partners LLC | Charlottesville, NC | Apr 2013 - Mar 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2013 |
- CT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$34,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CT
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