Victor
Gonzalez

The Ayco Company, L.P

CRD#7497534
Investment Advisor
in Irving, TX

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About this Advisor

Victor Gonzalez is a financial advisor based in Irving, Texas, working with The Ayco Company, L.P. Victor has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Rockfish Bar & Grill, Prairie House, Olive Garden, Best Buy, Tomasos, Jersey Mikes, and Goldman Sachs. Victor has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Victor is part of The Ayco Company, L.P, which operates out of Irving, Texas. The firm has 24 offices and 1,792 employees. The firm manages assets totaling $25.9 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 educational seminars. The fee structure at The Ayco Company, L.P includes asset-based, hourly, and fixed fees.

Certifications and Registrations

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

125 E John W Carpenter Fwy #1200
Irving, TX 75062

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The Ayco Company, L.P Brokerage Details

Total Assets Under Management

$25,870,062,000

TX Average: $7,464,549,021
Total Number of Employees

1,792

TX Average: 88
Total Number of Accounts

46,004

TX Average: 3,892
Average Account Size

$562,344

TX Average: $1,917,921

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
  • Educational seminars/workshops

Victor Gonzalez Work History

2022 - Present (2 years)

Goldman Sachs

2021 - 2022 (1 year)

Wells Fargo Clearing Services, LLC

2017 - 2022 (5 years)

Wells Fargo Bank, Na

2017 - 2018 (1 year)

Best Buy

2016 - 2017 (1 year)

Rockfish Bar & Grill

2016 - 2016 (< 1 year)

Prairie House

2015 - 2016 (1 year)

Olive Garden

2014 - 2015 (1 year)

Tomasos

2014 - 2014 (< 1 year)

Jersey Mikes

Disclosures

Please visit the SEC profile of Victor 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 The Ayco Company, L.P

John Hart
Newport Beach, CA
Emily Ferrero
Chicago, IL
Daniel Yankowski
Cohoes, NY
Stephen Andros
Canonsburg, PA
Kevin Wright
Morristown, NJ
Trevar Brown
Miami, FL
Stephen Taylor
Irving, TX
Soraya Sartipi
Atlanta, GA

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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