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Berta Gonzalez

28 Years of Experience
Largo, FL
Broker

Berta Gonzalez is a registered investment advisor at Cetera Investment Advisers LLC, based in Largo, FL, with 28 years of industry experience. Berta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2100 W Bay Drive, Largo, FL, 33770

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Berta is a partner in a tax and accounting practice since 1999, where she handles tax preparation, accounting, and administrative tasks. This activity takes nearly full-time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2024 - Present · 1 yr 10 mos
Cetera Financial Specialists LLCBroker
June 2004 - Present · 22 yrs 3 mos
Previous Registrations
Hochman & Baker Securities, INC.Broker
January 1998 - June 2004 · 6 yrs 5 mos
State Registrations14 states
ARFLGAINMDMIMSNCNHNJNYTXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.