Ricardo
Gonzales
Familywealth
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About this Advisor
Ricardo Gonzales is a financial advisor based in Arlington, Texas, working with Familywealth. Ricardo has previously held positions at Familywealth Advisers, LLC, Family Assured Life, Uber, Fort Worth Independent School District, Crowley Isd, Sears Home Improvement, Affordable Deals On Wheels/ Self Employed, Century Trucks And Vans, Sewell Cadillac Of Dallas, and Dallas Isd. Ricardo has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Ricardo is part of Familywealth, which operates out of Arlington, Texas. The firm has 8 offices and 12 employees. The firm manages assets totaling $316.3 million and serves high-net-worth clients. 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, and other services. The fee structure at Familywealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Familywealth Brokerage Details
$316,315,559
12
584
$541,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Ricardo Gonzales Work History
Familywealth Advisers, LLC
Uber
Family Assured Life
Fort Worth Independent School District
Crowley Isd
Sears Home Improvement
Dallas Isd
Affordable Deals On Wheels/ Self Employed
Century Trucks And Vans
Sewell Cadillac Of Dallas
Disclosures
Please visit the SEC profile of Ricardo 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 Familywealth
Arlington, TX
Pensacola, FL
Lake Mary, FL
Palo Alto, CA
Stow, OH
Panama City Beach, FL
Dallas, TX
Frisco, TX
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