Eddie
Larios Gonzalez
Fiduciary Experts LLC
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About this Advisor
Eddie Larios Gonzalez is a financial advisor based in Murrieta, California, working with Fiduciary Experts LLC. Eddie has previously held positions at Starbucks Corp, Fiduciary Experts LLC, and Instacart. Eddie has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Eddie is part of Fiduciary Experts LLC, which operates out of Murrieta, California. The firm has 3 employees and manages assets totaling $744.4 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Fiduciary Experts LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fiduciary Experts LLC Brokerage Details
$744,394,982
3
64
$11,631,172
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Eddie Larios Gonzalez Work History
Fiduciary Experts LLC
Instacart
Fiduciary Experts LLC
Starbucks Corp
Disclosures
Please visit the SEC profile of Eddie Larios Gonzalez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiduciary Experts LLC
Murrieta, CA
Murrieta, CA
Murrieta, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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