AG
AG

Adrian Javier Gonzalez

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

77 Sugar Creek Center Blvd., Suite 390, Sugar Land, TX, 77478

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lincoln Investment
May 2024 - Present · 1 yr 9 mos
Capital Analysts
May 2024 - Present · 1 yr 9 mos
Lincoln InvestmentBroker
April 2024 - Present · 1 yr 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adrian Javier Gonzalez - Financial Advisor | TrueAdvisor