David Gonzalez is a CFP-designated registered investment advisor, based in Baltimore, MD, with 7 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2027 E Monument Street, Baltimore, MD, 21205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works part-time as a Personal Financial Counselor for Magellan Federal, providing financial management services to military service members and their families. This activity is not investment-related.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Financial Dimensions, LLC.
Verdence Capital Advisors, LLC
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
AXA Advisors, LLCBroker
State Registrations9 states
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
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