Sean Gonzalez (CRD# 6976246) is an Investment Advisor Representative working at Freestone Capital Management, LLC in Seattle, WA and has over 2 years of experience in the finance industry.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Freestone Capital Management LLC | Seattle, WA | Feb 2019 - Current | 5 |
| Aligne Wealth Preservation | Los Angeles, CA | Jun 2018 - Feb 2019 | < 1 |
| University Of Southern California | Los Angeles, CA | Jan 2017 - Dec 2018 | 1 |
| Z-pizza | Newport Coast, CA | Jun 2014 - Sep 2018 | 4 |
| Impac Mortgage Corp | Irvine, CA | May 2017 - Aug 2017 | < 1 |
| Ralphs | Rancho Cucamonga, CA | Jan 2016 - Jan 2017 | 1 |
| Chaffey Community College | Rancho Cucamonga, CA | Aug 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- WA
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Total Assets Under Management9,528MILLIONS
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Total Number of Accounts5,656ACCOUNTS
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Average Account Value$1,684,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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