Ruben
Gonzalez
Transamerica Retirement Advisors, LLC
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About this Advisor
Ruben Gonzalez is a financial advisor working out of Ontario, California who has 9 years of relevant experience. Gonzalez is on the advisory team at Transamerica Retirement Advisors, LLC. The advisor has gained experience at J.P. Morgan Securities LLC, Chelsea Financial Services, Calton & Associates, Inc, Transamerica Retirement Solutions, Transamerica Investors Securities Corporation and Palomar Financial Svr. Gonzalez maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to work in California. Transamerica Retirement Advisors, LLC is an advisory business operating out of Saint Paul, MN. The investment advisory business has offices in 20 locations and a total of 311 employees. It oversees $10 billion in assets across its 147,144 accounts, making it one of the biggest firms in the nation by assets under management. The advisory firm offers a broad range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Financial management fees largely vary depending on the type of services offered. However, fee types charged by Transamerica Retirement Advisors, LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Transamerica Retirement Advisors, LLC Brokerage Details
$10,354,682,076
311
147,144
$70,371
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Ruben Gonzalez Work History
Ruben has been registered as a financial advisor for 9 years.*
Transamerica Retirement Solutions
Transamerica Investors Securities Corporation
Chelsea Financial Services
Calton & Associates, Inc
Palomar Financial Svr
J.P. Morgan Securities LLC
*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 Ruben 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 Transamerica Retirement Advisors, LLC
Southampton, NJ
Manitou Springs, CO
Palm Coast, FL
Saint Petersburg, FL
Acworth, GA
Round Rock, TX
Macomb, MI
Mukwonago, WI
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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