Guillermo Gonzalez (CRD# 6594965) is an Investment Advisor Representative working at Cuso Financial Services in Loveland , CO and has over 8 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Feb 2023 - Current | 1 |
| Blue Federal Credit Union | Broomfield, CO | Feb 2023 - Current | 1 |
| Key Investment Services | Longmont, CO | Jan 2022 - Jan 2023 | 1 |
| Keybank | Longmont, CO | Oct 2021 - Jan 2023 | 1 |
| Wells Fargo Clearing Services, LLC | Longmont, CO | Nov 2016 - Oct 2021 | 4 |
| Wells Fargo Bank, Na | Longmont, CO | Jul 2014 - Oct 2021 | 7 |
| Wells Fargo Advisors, LLC | Longmont, CO | Dec 2015 - Nov 2016 | < 1 |
| First Cash Financial | Longmont, CO | May 2012 - Jul 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2016 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CO
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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