Heriberto GonzalezCRD Number: 4452172
Current Firm: Usaa Financial Planning Services
Heriberto Gonzalez (CRD# 4452172) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 15 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Advisors Inc.||Tampa, FL||Oct 2014 - Current||2|
|Usaa Financial Planning Services Inc.||Tampa, FL||Oct 2014 - Current||2|
|Quantum Servicing||Tampa, FL||Jan 2012 - Oct 2014||2|
|Dalton Strategic Investment Services Inc.||Knightstown, IN||Dec 2012 - Aug 2013||< 1|
|Primerica Finanical Services||Arlington, TX||May 2010 - Mar 2013||2|
|Self Employed Independent Contractor||Wesley Chapel, FL||Jun 2008 - Jan 2012||3|
|Pfs Investments Inc.||Arlington, TX||May 2010 - Dec 2010||< 1|
|Nylife Securities LLC||Tampa, FL||May 2010 - May 2010||< 1|
|Suntrust Investment Services, Inc.||Zephyrhills, FL||Oct 2004 - Jun 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2002|
|S66||NASAA Uniform Combined State Law Examination||Jun 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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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