AG
AG

Adrian Gomez

2 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
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Location

20 Executive Park, Suite 190, Irvine, CA, 92614

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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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Other Business ActivitiesSells Insurance

Adrian is involved with True Path Financial, selling and servicing fixed insurance products since February 2023. He also works with Mountain Peak Wealth Solutions LLC as an agent for office marketing since June 2024.

Employment History
Current Registrations
Esi Financial Advisors
June 2023 - Present · 2 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.