Aida Gonzalez, financial advisor Philadelphia PA
93 score

Aida Gonzalez

CRD Number: 3129125
Current Firm: Advice And Planning Services

Aida Gonzalez (CRD# 3129125) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Philadelphia, PA Mar 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Philadelphia, PA Mar 2014 - Current 2
Pnc Bank Philadelphia, PA Nov 2013 - Mar 2014 < 1
Pnc Investments LLC Pittsburgh, PA Nov 2013 - Mar 2014 < 1
Allstate Insurance Co West Chester, PA Nov 2012 - Nov 2013 1
Unemployed West Chester, PA Jan 2011 - Nov 2012 1
Fidelity Investments Philadelphia, PA Sep 2007 - Jan 2011 3
Allstate Insurance Co Philadelphia, PA Jan 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S65 NASAA Investment Advisors Law Examination Nov 2003
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Aida C. Gonzalez
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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