David Gonzalez

FINANCIAL DIMENSIONS.

Lutherville, MD 21093

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CRD#: 6911654

Professional summary

David Gonzalez, CFP® is a registered financial advisor currently at FINANCIAL DIMENSIONS, LLC. located in Lutherville, Maryland.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. David has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Magellan Federal; not investment related; Arlington, VA; Personal Financial Counselor; 01/2025; Part time, only on weekends when service members have drills. Duties include: to provide essential personal financial management services to military service members and their families. Involves one-on-one counseling, educational workshops, and collaboration with military leadership to ensure financial readiness and support during critical transitions.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

February 14, 2025 - Present

FINANCIAL DIMENSIONS, LLC.

Office #1: 1301 York Road Suite 103, Lutherville, MD 21093

RIA

CRD#: 121379

Lutherville, MD

Past

April 17, 2024 - November 18, 2024

VERDENCE CAPITAL ADVISORS, LLC

RIA

CRD#: 288512

HUNT VALLEY, MD

Past

March 21, 2022 - April 17, 2024

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA

CRD#: 108958

Owings Mills, MD

Past

July 29, 2019 - April 17, 2024

T. ROWE PRICE INVESTMENT SERVICES, INC.

CRD#: 8348

OWINGS MILLS, MD

Past

August 6, 2018 - November 20, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBIA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(2/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/18/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/9/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2018

General Securities Representative Examination

Current Firm

FINANCIAL DIMENSIONS, LLC.

FINANCIAL DIMENSIONS, INC. | FINANCIAL DIMENSIONS, LLC.

CRD#: 121379 / SEC#:

Maryland

Registered Investment Advisory firm - (1/1/1991 Approved)

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Contact information

Main Address

1301 York Road Suite 103, Lutherville, MD 21093

Mailing Address

Phone number

(410) 427-8967

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 19,931,402

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Gonzalez's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL DIMENSIONS, LLC.

VERDENCE CAPITAL ADVISORS, LLC

T. ROWE PRICE ADVISORY SERVICES, INC.

T. ROWE PRICE INVESTMENT SERVICES, INC.

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/18/2022

Series 63

Date: 8/9/2019

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2018

Current Firm

FINANCIAL DIMENSIONS, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL DIMENSIONS, LLC.

TRUST BUT VERIFY

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