Katelin Gonzales (CRD# 6237561) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in New Albany, IN and has over 7 years of experience in the finance industry.
CRD# 6729610
Lpl Financial LLC
CRD# 4035401
Ameriprise Financial Services, LLC
CRD# 6656510
Brookstone Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta, GA | Aug 2019 - Current | 4 |
| Suntrust Advisory Services, Inc. | Atlanta, GA | Feb 2018 - Current | 6 |
| Georgia State University | Atlanta, GA | Nov 2016 - Current | 7 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jan 2018 - Aug 2019 | 1 |
| E*trade Securities LLC | Alpharetta, GA | Mar 2017 - Dec 2017 | < 1 |
| Securian Financial Services, Inc. | St. Paul, MN | Aug 2016 - Oct 2016 | < 1 |
| Gv Financial Advisors, Inc. | Atlanta, GA | Aug 2016 - Oct 2016 | < 1 |
| Advisors Life And Consulting LLC | Atlanta, GA | Oct 2012 - Aug 2016 | 3 |
| Tenasity Dog Training | Atlanta, GA | May 2010 - Aug 2016 | 6 |
| Ifs Securities | Atlanta, GA | Mar 2015 - Oct 2015 | < 1 |
| First American Securities, Inc. | Atlanta, GA | Aug 2014 - Jan 2015 | < 1 |
| First American Securities, Inc. | Atlanta, GA | Aug 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2018 |
- GA
- IN
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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