Shirley GonzalezCRD Number: 7115771
Current Firm: Goldman Sachs Personal Financial Management
Shirley Gonzalez (CRD# 7115771) is an Investment Advisor Representative working at Goldman Sachs Personal Financial Management in The Woodlands, TX and has over 2 years of experience in the finance industry.
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
Worthwise Financial Partners
|United Capital Financial Advisers, LLC||Newport Beach, CA||Apr 2021 - Current||1|
|Brasada Capital Management, LP||Houston, TX||Jan 2017 - Apr 2021||4|
|Capstone Financial Services, LLC||Houston, TX||Feb 2016 - Jan 2017||< 1|
|Callahan Advisors, LLC||Houston, TX||Jun 2007 - Jan 2016||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Total Assets Under Management17,421MILLIONS
Total Number of Accounts75,551ACCOUNTS
Average Account Value$230,582
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- 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, WY
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