Luis Gonzalez, financial advisor Chapel Hill NC

Luis Gonzalez

CRD Number: 4429604
Current Firm: Osaic Institutions, Inc.

Luis Gonzalez (CRD# 4429604) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Chapel Hill, NC and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Meriden, CT Aug 2018 - Current 5
Investment Professionals, Inc. San Antonio, TX Jul 2015 - Current 8
Texas Community Bank Laredo, TX Jan 2007 - Current 17
Fintegra, LLC Minneapolis, MN Jan 2007 - Jul 2015 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Luis J. Gonzalez
Phone Number: 203-599-6000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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, WY

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