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Raymond Longoria Gonzales jr

Avantax Investment Services, Inc.

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About Raymond Longoria Gonzales jr

Raymond Longoria Gonzales Jr. is a financial advisor with Avantax Investment Services, Inc. based in Fremont, CA. Raymond has been in the financial services industry since 2007. Raymond has a Series 63, Series 7 and SIE license and is registered with the state of California and Nevada. Raymond was previously with Farmers Financial Solutions, LLC in San Jose, CA and Ameritas Investment Corp. in Fremont, CA.

Firm Information

Raymond Gonzales jr is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Raymond Gonzales jr’s Registration & Firm History

CA

12/16/2020 - Present

Avantax Investment Services, Inc. (Fremont CA)

CA

10/16/2018 - 12/11/2020

FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)

CA

01/12/2018 - 09/24/2018

FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)

CA

01/23/2014 - 09/14/2017

FARMERS FINANCIAL SOLUTIONS, LLC (SAN JOSE CA)

CA

03/03/2011 - 07/31/2013

AMERITAS INVESTMENT CORP. (FREMONT CA)

CA

08/04/2006 - 12/31/2009

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

CA

03/22/2004 - 01/19/2005

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

02/25/2002 - 11/04/2002

WM FINANCIAL SERVICES, INC. (IRVINE CA)

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Licenses & Designations

BC

Issued 04/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/24/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Longoria Gonzales jr.
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