Adrian Gonzalez (CRD# 6622110) is an Investment Advisor Representative working at Ipg Investment Advisors, LLC in San Diego, CA and has over 5 years of experience in the finance industry.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investment Placement Group | San Diego, CA | Jan 2018 - Current | 6 |
| Ipg Investment Advisors, LLC | San Diego, CA | Jan 2018 - Current | 6 |
| Beta Capital Securities LLC | Miami, FL | Mar 2016 - Jan 2018 | 1 |
| Extended Travel | Monterrey, Nl, | Dec 2015 - Mar 2016 | < 1 |
| St. Edward's University | Austin, TX | Aug 2013 - Dec 2015 | 2 |
| Beta Capital Securities LLC | Miami, FL | Jun 2015 - Aug 2015 | < 1 |
| Leon Capital Group | Dallas, TX | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- CA
-
Total Assets Under Management3,506MILLIONS
-
Total Number of Accounts1,051ACCOUNTS
-
Average Account Value$3,336,140
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
- Other
AZ, CA, CO, FL, IN, MA, NY, TX
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