Troy Gonzales (CRD# 3027219) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greeley, CO and has 1 year of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Investment Management Corp | Greeley, CO | Apr 2023 - Current | 1 |
| State Farm Vp Managment Corp | Greeley, CO | Apr 2013 - Current | 11 |
| Troy Gonzales Insurance Agency | Greeley, CO | Mar 2009 - Current | 15 |
| State Farm Vp Management Corp | Fort Morgan, CO | Jun 2015 - Jun 2019 | 4 |
| Troy Gonzales Insurance Agency | Fort Morgan, CO | Jun 2015 - Jun 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
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- CO
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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