Katelin
Gonzales

Truist Advisory Services, Inc

CRD#6237561
Investment Advisor
in New Albany, IN

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

4210 Charlestown Rd,
New Albany, IN 47150

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

IN Average: $3,570,121,308
Total Number of Employees

2,105

IN Average: 58
Total Number of Accounts

124,201

IN Average: 1,608
Average Account Size

$494,117

IN Average: $2,220,225

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

2019 - Present (5 years)

Suntrust Investment Services, Inc

2018 - Present (6 years)

Suntrust Advisory Services, Inc

2016 - Present (8 years)

Georgia State University

2018 - 2019 (1 year)

Suntrust Investment Services, Inc

2017 - 2017 (< 1 year)

E*Trade Securities LLC

2016 - 2016 (< 1 year)

Securian Financial Services, Inc

2016 - 2016 (< 1 year)

Gv Financial Advisors, Inc

2015 - 2015 (< 1 year)

Ifs Securities

2014 - 2015 (1 year)

First American Securities, Inc

2012 - 2016 (4 years)

Advisors Life And Consulting LLC

2010 - 2016 (6 years)

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.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

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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