Mario Gonzalez, financial advisor Laredo TX

Mario Gonzalez

CRD Number: 4973064
Current Firm: Sensus Wealth Management Group LLC

Mario Gonzalez (CRD# 4973064) is an Investment Advisor Representative working at Sensus Wealth Management Group LLC in Laredo, TX and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Sensus Wealth Management Group, LLC San Antonio, TX Jun 2015 - Current 8
Mario Gonzalez, Cpa, P.c. Laredo, TX Jun 2013 - Current 10
Austin Capital Asset Management, LLC Dallas, TX Jan 2015 - Jun 2015 < 1
Dominion Investor Services, Inc. San Antonio, TX Jan 2012 - Jan 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Mario Gonzalez
Phone Number: 210-735-4000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $187,811
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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