DG
DG

David Gonzalez

2 Years of Experience
Gainesville, GA
Broker

David Gonzalez is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gainesville, GA, with 2 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

351 Jesse Jewell Pkwy SW, Suite 302, Gainesville, GA, 30501

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

David owns two rental properties, one since January 2020 and the other since February 2021. He spends minimal time on these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2025 - Present · 7 mos
Raymond James Financial Services, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Raymond James & Associates, INC.
August 2024 - October 2025 · 1 yr 2 mos
Raymond James & Associates, INC.Broker
February 2024 - October 2025 · 1 yr 8 mos
State Registrations1 state
GA
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.
David Gonzalez - Financial Advisor | TrueAdvisor