Jose Gomez (CRD# 7730646) is an Investment Advisor Representative working at Lpl Financial LLC in Tullahoma, TN and has 1 year of experience in the finance industry.
CRD# 6489973
State Farm Investment Management Corp.
CRD# 1068925
Financial Management Advisors, Inc.
CRD# 5299395
Financial Management Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ascend Federal Credit Union | Murfreesboro, TN | Apr 2023 - Current | 1 |
| Lpl Financial LLC | Murfreesboro, TN | Apr 2023 - Current | 1 |
| Ascend Federal Credit Union | Murfreesboro, TN | Dec 2022 - Apr 2023 | < 1 |
| Costco Wholesale | Murfreesboro, TN | May 2022 - Dec 2022 | < 1 |
| Middle Tennessee State University | Murfreesboro, TN | Jun 2019 - Dec 2022 | 3 |
| Samurai's Cuisine | Murfreesboro, TN | Jan 2021 - Mar 2022 | 1 |
| Target | Murfreesboro, TN | Nov 2020 - Jan 2021 | < 1 |
| Sudsy's Carwash | Murfreesboro, TN | Jun 2019 - Nov 2020 | 1 |
| Riverdale High School | Murfreesboro, TN | Aug 2015 - May 2019 | 3 |
| Samurai's Cuisine | Murfreesboro, TN | Nov 2017 - Mar 2019 | 1 |
| Christiana Middle School | Christiana, TN | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- TN
-
Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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