Edgar Gonzalez (CRD# 7353282) is an Investment Advisor Representative working at Lpl Financial LLC in Redlands, CA and has 1 year of experience in the finance industry.
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 1527744
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Redlands, CA | Apr 2023 - Current | 1 |
| Maupin Financial Advisors | Redlands, CA | Mar 2021 - Apr 2023 | 2 |
| California State University San Bernardino | San Bernardino, CA | Aug 2018 - May 2022 | 3 |
| Xpo Logistics L'oreal San Bernardino | San Bernardino, CA | May 2020 - Oct 2020 | < 1 |
| Gerrard's Market | Redlands, CA | Aug 2017 - Mar 2020 | 2 |
| Redlands East Valley High School | Redlands, CA | Aug 2014 - Jun 2018 | 3 |
| Moore Middle School | Redlands, CA | Aug 2011 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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