Unclaimed Profile

Alfredo Gonzalez

WEALTH INTELLIGENCE, LLC·COLUMBUS, Georgia

SIE, Series 7TO, Series 66Clean record4 years registeredWEALTH INTELLIGENCE, LLC

2900 WARM SPRINGS RD, COLUMBUS, GA 31904CRD# 7492407Firm CRD# 333253

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alfredo Gonzalez · COLUMBUS, GA

Registration

CRD #7492407 · WEALTH INTELLIGENCE, LLC · 4 years registered

Brand Profile

Not yet started

Career History

WEALTH INTELLIGENCE, LLC

Dec 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jul 2022 – Jan 2025

Columbus, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 66

Registration record

First registered · July 27, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH INTELLIGENCE, LLC

CRD 333253 · SEC 801-131320

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by WEALTH INTELLIGENCE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTH INTELLIGENCE, LLC →

Introduction

Speak with Alfredo

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alfredo is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in COLUMBUS?

Browse all registered financial advisors in COLUMBUS, Georgia or claim this profile if it's yours.

Browse COLUMBUS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Alfredo Gonzalez offer?

Alfredo Gonzalez specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.

What are Alfredo Gonzalez's credentials?

Alfredo Gonzalez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alfredo Gonzalez located?

Alfredo Gonzalez is based in COLUMBUS, Georgia, working with WEALTH INTELLIGENCE, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does Alfredo Gonzalez charge for services?

Alfredo Gonzalez's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH INTELLIGENCE, LLC?

WEALTH INTELLIGENCE, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →