Eddie Larios Gonzalez (CRD# 7483427) is an Investment Advisor Representative working at Fiduciary Experts LLC in Murrieta, CA and has over 2 years of experience in the finance industry.
CRD# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2066720
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Experts LLC | Murrieta, CA | Nov 2021 - Current | 2 |
| Instacart | Murrieta, CA | Jan 2021 - Current | 3 |
| Fiduciary Experts LLC | Murrieta, CA | Sep 2017 - Current | 6 |
| Starbucks Corp | Murrieta, CA | Sep 2008 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- CA
-
Total Assets Under Management744MILLIONS
-
Total Number of Accounts64ACCOUNTS
-
Average Account Value$11,631,172
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, TN, TX
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