Jose GonzalezCRD Number: 5954384
Current Firm: Wells Fargo Advisors, LLC
Jose Gonzalez (CRD# 5954384) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wells Fargo Advisors LLC||Weston, FL||Jul 2011 - Current||5|
|University Of Florida||Gainesville, FL||Sep 2006 - Jul 2011||4|
|Headquarter Toyota Dealer||Miami, FL||May 2009 - Aug 2009||< 1|
|Full Time Education||Miami, FL||Jun 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2011|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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