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Robert Joseph Gonzales

PFS Investments Inc.

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About Robert Joseph Gonzales

Robert Gonzales is a registered representative with PFS Investments Inc., a firm with 3510 licensed agents, 3515 investment advisor representatives, and 3582 registered representatives. Robert has been working in the industry since September 2, 2002. Robert is licensed in California. Robert's focus is on portfolio management for individuals. Robert can be contacted at 16541 GOTHARD ST, STE 109-A, Huntington Beach, CA 92647.

Firm Information

Robert Gonzales is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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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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.

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percentage of assets

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

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Robert Gonzales’s Registration & Firm History

CA

04/07/2006 - Present

PFS Investments Inc. (HUNTINGTON BEACH CA)

GA

02/12/2004 - 08/26/2005

PFS INVESTMENTS INC. (DULUTH GA)

GA

11/11/1998 - 11/29/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/16/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Joseph Gonzales.
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