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Timothy Anthony Gonzales

PKS INVESTMENT ADVISORS LLC·SALISBURY, Maryland
SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record20 years registeredPKS INVESTMENT ADVISORS LLC
1801 SWEETBAY DRIVE, SALISBURY, MD 21804CRD# 4994930Firm CRD# 110147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Anthony Gonzales · SALISBURY, MD
Registration
CRD #4994930 · PKS INVESTMENT ADVISORS LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

CETERA INVESTMENT ADVISERS LLC
Mar 2024 – present
CETERA ADVISORS LLC
Jan 2022 – Mar 2024
GREENWOOD VILLAGE, IL
PKS INVESTMENT ADVISORS LLC
Nov 2012 – Jan 2022
SALISBURY, MD
INFINEX INVESTMENTS, INC.
Dec 2009 – Nov 2012
DELMAR, MD
WELLS FARGO ADVISORS, LLC
Jan 2008 – Dec 2009
SALISBURY, MD
A. G. EDWARDS & SONS, INC.
Sep 2005 – Jan 2008
SALISBURY, MD
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 63
Series 66
Registration record
First registered · September 19, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PKS INVESTMENT ADVISORS LLC
CRD 110147 · SEC 801-96235
AUM
$175M
Regulatory assets under management
Employees
9
771 client accounts
Services offered by PKS INVESTMENT ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PKS INVESTMENT ADVISORS LLC →
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05

Frequently Asked Questions

What services does Timothy Anthony Gonzales offer?
Timothy Anthony Gonzales specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALISBURY, Maryland for a consultation.
What are Timothy Anthony Gonzales's credentials?
Timothy Anthony Gonzales holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Timothy Anthony Gonzales located?
Timothy Anthony Gonzales is based in SALISBURY, Maryland, working with PKS INVESTMENT ADVISORS LLC. Their office serves clients in the SALISBURY metropolitan area and surrounding communities.
How does Timothy Anthony Gonzales charge for services?
Timothy Anthony Gonzales's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PKS INVESTMENT ADVISORS LLC?
PKS INVESTMENT ADVISORS LLC has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PKS INVESTMENT ADVISORS LLC

Daniel Michael O'connell
SALISBURY, MD
William Edwin Booth
SALISBURY, MD
Genevee Geneva Lekites
SALISBURY, MD
John Michael Stern
SALISBURY, MD

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