Evangelina GonzalezCRD Number: 6402056
Current Firm: Wells Fargo Clearing Services, LLC
Evangelina Gonzalez (CRD# 6402056) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Mcallen, TX and has over 3 years of experience in the finance industry.
Geneos Wealth Management, Inc.
Evans Financial Planning, Inc.
Securities America Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Mcallen, TX||Nov 2016 - Current||1|
|Wells Fargo Bank, Na||Mcallen, TX||Nov 2010 - Current||7|
|Wells Fargo Advisors, LLC||Mcallen, TX||Sep 2014 - Nov 2016||2|
|Compass Bank||San Juan, TX||Jan 2010 - Oct 2010||< 1|
|H-e-b||San Juan, TX||May 2008 - Jan 2010||1|
|Whataburger||Pharr, TX||May 2006 - May 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2014|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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