Ricardo Gonzales (CRD# 7708907) is an Investment Advisor Representative working at Familywealth in Dalworthington Gardens, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Familywealth Advisers, LLC | Arlington, TX | Mar 2023 - Current | 1 |
| Uber | Arlington, TX | Dec 2022 - Current | 1 |
| Family Assured Life | Arlington, TX | Jun 2020 - Current | 3 |
| Fort Worth Independent School District | Fort Worth, TX | Aug 2019 - Aug 2022 | 3 |
| Crowley Isd | Dallas, TX | Aug 2018 - Aug 2019 | 1 |
| Dallas Isd | Dallas, TX | Dec 2017 - Aug 2018 | < 1 |
| Sears Home Improvement | Garland, TX | Jan 2017 - Dec 2017 | < 1 |
| Affordable Deals On Wheels/ Self Employed | Duncanville, TX | Jan 2016 - Jan 2017 | 1 |
| Century Trucks And Vans | Grand Prairie, TX | Mar 2015 - Dec 2015 | < 1 |
| Sewell Cadillac Of Dallas | Dallas, TX | May 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- TX
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts584ACCOUNTS
-
Average Account Value$541,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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