Noah
Gonzales

Lpl Financial LLC

CRD#6555859
Investment Advisor
in Aurora, CO

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About this Advisor

Noah Gonzales is a financial advisor based in Aurora, Colorado, working with Lpl Financial LLC. Noah has previously held positions at Taxsavers, University Of Colorado Colorado Springs, Avantax Investment Services, Inc, Avantax Insurance Agency, LLC, Avantax Advisory Services, and Lpl Financial LLC. Noah has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Texas. Currently, Noah is part of Lpl Financial LLC, which operates out of Aurora, Colorado. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1450 S Havana St, Suite 704
Aurora, CO 80012

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$463,475,486,343

CO Average: $646,059,043
Total Number of Employees

35,841

CO Average: 13
Total Number of Accounts

1,910,545

CO Average: 661
Average Account Size

$242,588

CO Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Noah Gonzales Work History

2023 - Present (1 year)

Lpl Financial LLC

2010 - Present (14 years)

Taxsavers

2018 - 2023 (5 years)

Avantax Advisory Services

2017 - 2023 (6 years)

Avantax Insurance Agency, LLC

2015 - 2023 (8 years)

Avantax Investment Services, Inc

2011 - 2016 (5 years)

University Of Colorado Colorado Springs

Disclosures

Please visit the SEC profile of Noah Gonzales 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 Lpl Financial LLC

Eric Matthews
Fort Mill, SC
Elizabeth Brennan
Fort Mill, SC
Amanda Murray
Cohasset, MA
Charles Christy
Metairie, LA
Gregory Peebles
Dublin, CA
Philip Reed
South Portland, ME
Paul Wallin
San Antonio, TX
Yixuan Cheng
Austin, TX

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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