MG
MG

Miguel Gonzalez

25 Years of Experience
Cranberry Township, PA
Broker

Miguel Gonzalez is a registered investment advisor at Raymond James & Associates, INC., based in Cranberry Township, PA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA, 16066

Get directions

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.

Learn about disclosures →
Other Business Activities

Miguel engages in fiduciary activities, acting as an attorney-in-fact, trustee, conservator, executor, or personal representative.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2022 - Present · 3 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, LLC
August 2014 - June 2022 · 7 yrs 10 mos
Ameriprise Financial Services, LLCBroker
August 2014 - June 2022 · 7 yrs 10 mos
Prudential Financial Planning Services
September 2008 - August 2014 · 5 yrs 11 mos
Pruco Securities, LLC.Broker
May 2000 - August 2014 · 14 yrs 3 mos
State Registrations19 states
CTFLILMAMDMIMNMONCNJNYOHPASCTNTXVAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Miguel Gonzalez - Financial Advisor | TrueAdvisor