Juan Gomez, financial advisor San Diego CA

Juan Gomez

CRD Number: 2738181
Current Firm: Prime Capital Equities LLC

Juan Gomez (CRD# 2738181) is an Investment Advisor Representative working at Prime Capital Equities LLC in San Diego, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Prime Capital Equities (157411) San Diego, CA Apr 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Juan C. Gomez
Phone Number: 619-261-5182
Firm Website: https://www.facebook.com
Registered State(s):
  • CA
  • TX
Current Firm Details
Prime Capital Equities LLC
Firm's CRD Number: 157411
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    129
    ACCOUNTS
  • Average Account Value
    $310,853
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, TX

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