Francisco Rene Gonzalez

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 10/2014 → 05/2017
  Cuso Financial Services, L.P.
  San Diego, CA
• 06/2017 → 04/2019
  University Federal Credit Union
  Austin, TX
• 06/2017 → 04/2019
  Cuso Financial Services, Lp
  San Diego, CA
• 04/2019 → Present
  Charles Schwab & Co., Inc.
  San Antonio, TX
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  San Antonio, TX

Previous Registrations

• 2014-10-20 → 2019-04-08
  Cuso Financial Services, L.P.
  Austin, TX
  Cedar Park, TX
  Austin, TX
  San Diego, CA
  Cedar Park, TX
  Austin, TX
  Cedar Park, TX
  Austin, TX
  Austin, TX
  Round Rock, TX
  Austin, TX
  Austin, TX
  Austin, TX
• 2009-12-21 → 2014-10-14
  Wfg Advisors, Lp
  Austin, TX
• 2006-11-01 → 2009-12-16
  Voya Financial Partners, Llc
  Austin, TX

Exams

• S66 Uniform Combined State Law Examination
  2006-10-28

Other Names

• Frankie Gonzalez
• Francisco Gonzalez
• Frank Rene Gonzalez
• Francisco Rene Gonzalez