Heriberto Gonzalez, financial advisor Tampa FL
93 score

Heriberto Gonzalez

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Heriberto Gonzalez
Phone Number: 800-531-USAA
Firm Website: https://www.usaa.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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