ZG
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Zohetni Gonzalez

12 Years of Experience
Tampa, FL
Broker

Zohetni Gonzalez is a registered investment advisor at LPL Financial LLC, based in Tampa, FL, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

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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Employment History
Current Registrations
LPL Financial LLC
January 2024 - Present · 2 yrs 4 mos
LPL Financial LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Truist Advisory Services, INC.
July 2021 - January 2024 · 2 yrs 6 mos
Truist Investment Services, INC.Broker
June 2021 - January 2024 · 2 yrs 7 mos
LPL Financial LLC
January 2018 - June 2021 · 3 yrs 5 mos
LPL Financial LLCBroker
January 2018 - June 2021 · 3 yrs 5 mos
Suntrust Advisory Services, INC.
September 2016 - January 2018 · 1 yr 4 mos
Suntrust Investment Services, INC.
December 2015 - December 2016 · 1 yr
Suntrust Investment Services, INC.Broker
September 2015 - January 2018 · 2 yrs 4 mos
Suntrust Investment Services, INC.Broker
March 2014 - December 2014 · 9 mos
Wells Fargo Advisors, LLCBroker
July 2013 - October 2013 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - June 2013 · 2 mos
Wells Fargo Advisors, LLCBroker
April 2012 - February 2013 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.