David
Gonzalez
Facet
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About this Advisor
David Gonzalez is a certified financial planner working out of Baltimore, Maryland with a total of 4 years of relevant experience. Gonzalez is on the advisory team at Facet. Throughout their career, Gonzalez has worked at Facet Wealth and T Rowe Price. Gonzalez holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to work in Florida and Texas. Facet is an advisory company based in Baltimore, MD. It controls $2 billion in total assets between its 18,571 customer accounts, making it one of the largest firms in the United States by assets under management. Of its 18,571 client accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors depend on which service is offered. However, fees charged by Facet typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Facet Brokerage Details
$1,654,740,781
275
18,571
$89,103
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Gonzalez Work History
David has been registered as a financial advisor for 4 years.*
Facet Wealth
Facet Wealth
T Rowe Price
*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 David 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 Facet
Baltimore, MD
Lafayette, CO
Baltimore, MD
Baltimore, MD
Wrightsville Beach, NC
Baltimore, MD
Baltimore, MD
Baltimore, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
