LG
LG

Luis Gonzalez

24 Years of Experience
Laredo, TX
Broker

Luis Gonzalez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Laredo, TX, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

6721 McPherson Road, Laredo, TX, 78041

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

Luis is a Vice President at Texas Community Bank since 2007, offering investment products and services through Infinex Financial Solutions. He also manages family investments through LG Investments, LLC, dedicating a few hours per week since 2018.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Previous Registrations
Osaic Institutions, INC.Broker
August 2018 - October 2025 · 7 yrs 2 mos
Osaic Institutions, INC.
August 2018 - October 2025 · 7 yrs 2 mos
Investment Professionals, INC.
July 2015 - August 2018 · 3 yrs 1 mo
Investment Professionals, INC.Broker
July 2015 - August 2018 · 3 yrs 1 mo
Fintegra, LLC
January 2007 - July 2015 · 8 yrs 6 mos
Fintegra, LLCBroker
January 2007 - July 2015 · 8 yrs 6 mos
Bbva Investments INC.Broker
July 2006 - January 2007 · 6 mos
Fintegra Financial Solutions
August 2005 - July 2006 · 11 mos
Fintegra, LLCBroker
May 2002 - July 2006 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2001 - April 2002 · 7 mos
State Registrations12 states
CACODCDEFLGAMDNCNYSDTXVA
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.