Back to top

Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
    • -Educational seminars/workshops

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Texas Legacy Wealth Management 2 years, 6 months Aug 2013 - Present
LPL Financial LLC 2 years, 7 months Jul 2013 - Present
Investment Professionals, Inc. 10 months Oct 2012 - Aug 2013
Tecnun School of Engineering - University of Navarra 8 years Sep 2004 - Sep 2012
Are You
Jose Maria Gonzalez?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Jose Gonzalez

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Apr 5, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

LPL Financial LLC

Last updated on Feb. 5, 2016
    • $116.6B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 520K
      Accounts
    • $224.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions
Other Advisors in Your Area
  • Kim Miller, CFP®
    Sweetwater Investments Inc
    Redmond, WA
    View Profile
  • Gary A. Brooks Jr.
    Brooks, Hughes & Jones
    Gig Harbor, WA
    View Profile
  • Joe Day, CFA
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Elliott Appel
    Directional Financial Services
    Seattle, WA
    View Profile
  • Luke Collova
    Bear Mountain Capital Inc.
    Seattle, WA
    View Profile
  • Jason D. Preti, CFP®
    Unleashed Financial LLC
    Kirkland, WA
    View Profile