Alwin Martinez Gonzalez (CRD# 4890434) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Decatur, IL and has over 17 years of experience in the finance industry.
CRD# 6241596
Ipi Wealth Management, Inc.
CRD# 6628382
Ipi Wealth Management, Inc.
CRD# 6197645
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Investment Planners Inc. | Decatur, IL | Oct 2020 - Current | 3 |
Park Avenue Securities | Lake Mary, FL | Jul 2019 - Oct 2020 | 1 |
Guardian Life Insurance Company Of America | Lake Mary, FL | Jun 2019 - Oct 2020 | 1 |
Nylife Securities LLC | Maitland, FL | May 2018 - Jun 2019 | 1 |
New York Life Insurance Co | Maitland, FL | Mar 2018 - Jun 2019 | 1 |
Mml Investors Services | Hato Rey, PR | Jul 2011 - Feb 2018 | 6 |
Mass Mutual Life Insurance Company | Hato Rey, PR | Jul 2010 - Feb 2018 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2007 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2020 |
- FL
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Total Assets Under Management2,147MILLIONS
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Total Number of Accounts10,573ACCOUNTS
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Average Account Value$203,109
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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