Gail Gonzales, financial advisor Corona CA

Gail Gonzales

CRD Number: 7166783
Current Firm: Financial Equations Advisors, Inc.

Gail Gonzales (CRD# 7166783) is an Investment Advisor Representative working at Financial Equations Advisors, Inc. in Corona, CA and has over 4 years of experience in the finance industry.

Company Name Location Dates Years
Financial Equations Advisors, Inc. Corona, CA Jul 2019 - Current 4
Collier Simon Hollywood, CA Aug 2019 - Aug 2019 < 1
Unemployed Rosemead, CA May 2019 - Aug 2019 < 1
Spinifex Torrance, CA Apr 2019 - May 2019 < 1
Ignited El Segundo, CA Mar 2019 - Mar 2019 < 1
Unemployed Rosemead, CA Jun 2018 - Mar 2019 < 1
Cobird Los Angeles, CA Apr 2017 - Jun 2018 1
Gearys Beverly Hills, CA Jun 2014 - Apr 2017 2
Unemployed Rosemead, CA Aug 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2020
Contact Info for Gail O. Gonzales
Phone Number: 909-997-8140
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    10
    MILLIONS
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $118,750
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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