Ricardo David Gonzalez

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Signature Estate & Investment Advisors, Llc
  Los Angeles, CA
• 01/2013 → Present
  Jhfn Sii
  Los Angeles, CA
• 01/2014 → Present
  Mission Wealth Management, Llc
  Los Angeles, CA

Previous Registrations

• 2013-01-22 → 2013-12-16
  Seia
  Los Angeles, CA
• 2008-12-24 → 2013-01-22
  The Glowacki Group, Llc
  Los Angeles, CA
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-05-02
• S63 Uniform Securities Agent State Law Examination
  1991-04-15

Designations

• Certified Financial Planner

Other Names

• Ricardo David Gonzalez
• Rick Gonzalez