Donalee Gonzales, financial advisor La Mesa CA
96 score

Donalee Gonzales

CRD Number: 5477597
Current Firm: Lpl Financial LLC

Donalee Gonzales (CRD# 5477597) is an Investment Advisor Representative working at Lpl Financial LLC in La Mesa, CA and has over 7 years of experience in the finance industry. Donalee Gonzales has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial La Mesa, CA Jun 2014 - Current 2
D.a. Davidson & Company San Diego, CA Nov 2013 - May 2014 < 1
Crowell Weedon & Company San Diego, CA Nov 2013 - Nov 2013 < 1
Crowell, Weedon & Company San Diego, CA Oct 2009 - Nov 2013 4
Wedbush Morgan Securities San Diego, CA Dec 2007 - Oct 2009 1
Appleone San Diego, CA Aug 2007 - Dec 2007 < 1
Sodexho Davis, CA Sep 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Donalee M. Gonzales
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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