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Francisco Rene Gonzalez

Charles Schwab & CO., Inc.

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About Francisco Rene Gonzalez

Francisco Gonzalez is an investment advisor representative with Charles Schwab & Co., Inc., in San Antonio, Texas. Francisco has been in the financial services industry since December 15, 2002. Prior to joining Charles Schwab & Co., Inc. Francisco was affiliated with CUSO FINANCIAL SERVICES, L.P.. Francisco holds a Series 7, Series 55 and Series 66 licenses. Francisco is registered to provide investment advice in all 50 states, District of Columbia, and Puerto Rico.

Firm Information

Francisco Gonzalez is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Francisco Gonzalez’s Registration & Firm History

TX

05/14/2019 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

10/20/2014 - 04/08/2019

CUSO FINANCIAL SERVICES, L.P. (AUSTIN TX)

TX

12/21/2009 - 10/14/2014

WFG INVESTMENTS, INC. (AUSTIN TX)

TX

10/06/2006 - 12/16/2009

ING FINANCIAL ADVISERS, LLC (AUSTIN TX)

TX

02/26/2001 - 01/24/2003

COMPLETE TRADE (AUSTIN TX)

TX

06/28/2000 - 02/06/2001

PROTRADER SECURITIES CORPORATION (AUSTIN TX)

TX

05/26/2000 - 02/06/2001

PROTRADER TRADING, L.L.C. (AUSTIN TX)

TX

01/25/1999 - 05/17/2000

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 10/28/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2006

Series 7 - General Securities Representative Examination

BC

Issued 09/01/2000

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Francisco Rene Gonzalez.
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