Albert Gonzalez
Albert Gonzalez is a registered investment advisor at LPL Financial LLC, based in Dripping Springs, TX, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Dripping Springs, TX
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Albert has outside W-2 employment with J29 Associates, dedicating minimal time. He also operates as AG Wealth Advisors, an entity for his LPL business, spending about 10-20% of his time on this. Finally, he is involved with Modern Life, selling non-variable insurance, dedicating minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.Broker
American General Securities IncorporatedBroker
Nylife Securities INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.