Albert Gonzalez (CRD# 2123952) is an Investment Advisor Representative working at Lpl Financial LLC in Dripping Springs, TX and has over 20 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Dripping Springs, TX | Sep 2020 - Current | 3 |
| J29 Associates | Dripping Springs, TX | Nov 2019 - Current | 4 |
| Jimmy Lee | Austin, TX | Sep 2017 - Aug 2020 | 2 |
| Waddell & Reed, Inc. | Austin, TX | Jun 2010 - Aug 2020 | 10 |
| Various Insurance Carriers For W & R Insurance Agencies | Dripping Springs, TX | Jun 2010 - Aug 2020 | 10 |
| Boston University Alumni Council | Boston, MA | Sep 2017 - Dec 2019 | 2 |
| Junior Achievement | Fort Worth, TX | Oct 2013 - Feb 2016 | 2 |
| Saddlebrook Home Owner's Association | Colleyville, TX | Feb 2013 - Feb 2016 | 3 |
| Albert Gonzalez | Colleyville, TX | Jan 2012 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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