Katelin
Gonzales
Truist Advisory Services, Inc
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About this Advisor
Katelin Gonzales is a financial advisor based in New Albany, Indiana, working with Truist Advisory Services, Inc. Katelin has previously held positions at First American Securities, Inc, Securian Financial Services, Inc, Gv Financial Advisors, Inc, Tenasity Dog Training, Ifs Securities, Advisors Life And Consulting LLC, E*Trade Securities LLC, Georgia State University, Suntrust Investment Services, Inc, and Suntrust Advisory Services, Inc. Katelin has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia and Indiana. Currently, Katelin is part of Truist Advisory Services, Inc, which operates out of New Albany, Indiana. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 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, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Katelin Gonzales Work History
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Georgia State University
Suntrust Investment Services, Inc
E*Trade Securities LLC
Securian Financial Services, Inc
Gv Financial Advisors, Inc
Ifs Securities
First American Securities, Inc
Advisors Life And Consulting LLC
Tenasity Dog Training
Disclosures
Please visit the SEC profile of Katelin Gonzales to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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