Rogelio
Gonzalez
Advisors Asset Management, Inc
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About this Advisor
Rogelio Gonzalez is a financial advisor based in Boca Raton, Florida, working with Advisors Asset Management, Inc. Rogelio has previously held positions at Ally Invest Securities LLC, John Ingraham LLC, Amazon, New Balance, Tradestation Securities, Inc, Ameriprise Financial Services, Inc, Incapital LLC, Kaseya, Qit Solutions, and Advisors Asset Management, Inc. Rogelio has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Rogelio is part of Advisors Asset Management, Inc, which operates out of Boca Raton, Florida. The firm has 9 offices and 272 employees. The firm manages assets totaling $3.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and other services. The fee structure at Advisors Asset Management, Inc includes asset-based fees.
Certifications and Registrations
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Fee Structure
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Advisors Asset Management, Inc Brokerage Details
$3,853,640,375
272
1,767
$2,180,894
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Other
Rogelio Gonzalez Work History
Advisors Asset Management, Inc
Kaseya
Qit Solutions
Incapital LLC
Tradestation Securities, Inc
Ameriprise Financial Services, Inc
Ally Invest Securities LLC
John Ingraham LLC
Amazon
New Balance
Disclosures
Please visit the SEC profile of Rogelio 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 Advisors Asset Management, Inc
Monument, CO
Lutz, FL
Dallas, TX
Doylestown, PA
Melville, NY
Boerne, TX
Boca Raton, FL
New York, NY
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