Rick
Gonsalves
Dss Wealth Management, Inc
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About this Advisor
Rick Gonsalves is a financial advisor who works out of Granite Bay, California with a total of 1 year of relevant experience. Gonsalves is on the advisory team at Dss Wealth Management, Inc. Their career trajectory has included roles at Americafirst Capital Management, LLC, Lampert Capital Markets Inc and Dss Wealth Management, Inc. Gonsalves has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Dss Wealth Management, Inc is a financial advisory business that has its headquarters in Granite Bay, CA. It handles $33 million in total assets among its one accounts, placing it among the smaller firms in the nation by assets under management. The company offers portfolio management for investment companies. Fees charged by financial advisors largely are based on the type of financial services offered. Fees billed by Dss Wealth Management, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dss Wealth Management, Inc Brokerage Details
$32,500,000
7
1
$32,500,000
Investment Advisory Services
- Portfolio management for investment companies
Rick Gonsalves Work History
Rick has been registered as a financial advisor for 1 years.*
Dss Wealth Management, Inc
Lampert Capital Markets Inc
Americafirst Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rick Gonsalves 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 Dss Wealth Management, Inc
Waban, MA
Granite Bay, CA
Granite Bay, CA
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