Alfredo Gonzalez

WEALTH INTELLIGENCE

COLUMBUS, GA 30295

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CRD#: 7492407

Professional summary

Alfredo Gonzalez is a registered financial advisor currently at WEALTH INTELLIGENCE, LLC located in Columbus, Georgia.

Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alfredo has worked at 3 firms and has passed the Series 66, Series 7TO and SIE 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.

1) Raymond James Financial Services, Inc.; Yes, investment related.; 2900 Warm Springs Rd., Columbus, GA 31904; Broker Dealer; Registered Representative; 01/2022 - Present.; Make recommendations for clients to buy, sell, or hold investment products. 2) National Civil War Naval Museum; Not investment related.; Board Member; Not Compensated.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

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®

None

Experience

Current

December 5, 2024 - Present

WEALTH INTELLIGENCE, LLC

Office #1: 2900 Warm Springs Rd, Columbus, GA 30295

RIA

CRD#: 333253

COLUMBUS, GA

Past

July 27, 2022 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Columbus, GA

Past

June 13, 2022 - January 6, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Columbus, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTH INTELLIGENCE, LLC

CRD#: 333253 / SEC#: 801-131320

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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

Georgia
(12/5/2024)

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: 7/15/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/24/2022

Securities Industry Essentials Examination

Current Firm

WEALTH INTELLIGENCE, LLC

CRD#: 333253 / SEC#: 801-131320

RIA

Registered Investment Advisory firm - (10/18/2024 Approved)

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Contact information

Main Address

2900 Warm Springs Rd, Columbus, GA 30295

Mailing Address

Phone number

(706) 571-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTH INTEL ADV PART 2A_FINAL 9.18.2024 (9/25/2025)

Regulatory assets under management

Total Number of Accounts	434
AUM (Assets Under Management)	$ 243,874,109

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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Alfredo Gonzalez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

WEALTH INTELLIGENCE, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WEALTH INTELLIGENCE, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/15/2022

Series 7TO

Date: 6/13/2022

SIE

Date: 2/24/2022

Current Firm

WEALTH INTELLIGENCE, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTH INTELLIGENCE, LLC

TRUST BUT VERIFY

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