Mario GonzalezCRD Number: 1190136
Current Firm: Investacorp Advisory Services Inc.
Mario Gonzalez (CRD# 1190136) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Davie, FL and has over 13 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Investacorp Advisory Services||Miami Lakes, FL||Feb 2007 - Current||10|
|Investacorp, Inc.||Miami Lakes, FL||Feb 2007 - Current||10|
|Valic Investment Services Company||Miami, FL||Sep 1999 - Jan 2007||7|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2004|
Total Assets Under Management1,606MILLIONS
Total Number of Accounts6,229ACCOUNTS
Average Account Value$257,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV