Unclaimed Profile

Alfredo Gonzalez

WEALTH INTELLIGENCE, LLC·COLUMBUS, Georgia

Clean recordWEALTH 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alfredo Gonzalez is a registered financial advisor based in COLUMBUS, Georgia, affiliated with WEALTH INTELLIGENCE, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WEALTH INTELLIGENCE, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH INTELLIGENCE, LLC →

Services

Financial planning

Portfolio management (individuals)

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7492407

Firm CRD# 333253

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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.

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