Ricardo
Gonzales
Familywealth
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About this Advisor
Ricardo Gonzales is a financial advisor who works in Arlington, Texas. Gonzales currently works for Familywealth. Gonzales has gained experience 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, Bayshore Dodge Jeep Chrysler and Dallas Isd. Gonzales holds a Series 65 license, designating them as an investment advisor representative, and is able to work in Texas. Familywealth is a registered investment business operating out of Lake Mary, FL. It has offices in nine locations and a total of 14 advisors. It oversees $263 million in total assets among its 606 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 606 customer accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Financial advisory fees are based on which service is offered. Fee types charged by Familywealth most likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Familywealth Brokerage Details
$263,329,287
14
606
$434,537
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
Ricardo has been registered as a financial advisor for 0 years.*
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
Bayshore Dodge Jeep Chrysler
*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 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
Pensacola, FL
Lake Mary, FL
Arlington, TX
Palo Alto, CA
Stow, OH
Lake Mary, FL
Panama City Beach, FL
Dallas, TX
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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