Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Gonzalez is a financial advisor with over 18 years of experience in the financial services industry. Albert is currently registered with LPL Financial LLC and has been with the firm since September 2020. Prior to joining LPL, Albert was a financial advisor with Waddell & Reed, TD Ameritrade, American General Securities Incorporated, and NYLIFE Securities Inc. Albert holds the Series 6, 7, 63, 66, 22, and SIE securities licenses. Albert is a registered investment advisor in Texas and has a Series 66 license. Albert is also a certified financial planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/03/2020 - Present
LPL Financial LLC (DRIPPING SPRINGS TX)
TX
06/14/2010 - 09/10/2020
WADDELL & REED (AUSTIN TX)
TX
08/23/2006 - 02/24/2009
TD AMERITRADE, INC. (FORT WORTH TX)
TX
08/20/2004 - 05/03/2006
AMERICAN GENERAL SECURITIES INCORPORATED (SOUTHLAKE TX)
NA
04/29/1991 - 06/19/1992
NYLIFE SECURITIES INC.
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/24/1991
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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