linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Gonzalez

Financial Dimensions, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Gonzalez

David Gonzalez is a financial advisor registered with Financial Dimensions, Inc. David has been in the financial industry since 2018. David currently provides financial planning and portfolio management services for individuals and high net worth individuals. David also offers hourly charges and a percentage of assets compensation arrangements. David holds a Certified Financial Planner designation and has passed the Series 63, Series 66, Series 7, and SIE exams. David has experience working with T. Rowe Price Investment Services, Inc. and AXA Advisors, LLC.

Firm Information

David Gonzalez is currently registered with Financial Dimensions, Inc.. Financial Dimensions, Inc. is an investment advisor headquartered in [REDACTED]. They offer financial planning and portfolio management services to individuals, including high-net-worth individuals. They manage approximately $62.77 million in assets for 236 clients.

$62.77M

Assets Under Management

100

Total Clients

2

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Gonzalez’s Registration & Firm History

MD

02/14/2025 - Present

Financial Dimensions, Inc. (LUTHERVILLE MD)

MD

07/29/2019 - 04/17/2024

T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)

MD

08/06/2018 - 11/20/2018

AXA ADVISORS, LLC (COLUMBIA MD)

Not sure if David Gonzalez is right for you?

Licenses & Designations

BOTH

Issued 03/18/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/09/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/06/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Gonzalez.
Not sure if David Gonzalez is right for you?