Jose Hernandez-Gomez
Jose Hernandez-Gomez is a registered investment advisor at First Advisors National, LLC, based in Long Beach, CA, with 10 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,430 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.85% |
Advisory fees are negotiable, and FAN Advisors retains the right to reduce advisory fees at its discretion.
Fee Estimator
Location
Long Beach, CA
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Regulatory History
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 ActivitiesSells Insurance
Jose earns commissions from sales of non-variable life, health, annuity, and/or disability income insurance products through BLC. He is also the 100% owner and managing partner of Gomez Financial and Insurance Solutions, Inc., dedicating about half of his time to this activity.
Employment History
Current Registrations
First Advisors National, LLC
Previous Registrations
Bankers Life Advisory Services, INC.
Bankers Life Securities, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Sii Investments, INC.Broker
State Registrations1 state
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.