Jose Manuel Gomez
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCApr 2023 to now
- Ascend Federal Credit UnionDec 2022 to now
- Costco WholesaleMay 2022 to Dec 2022
- Samurai's CuisineJan 2021 to Mar 2022
- TargetNov 2020 to Jan 2021
- Middle Tennessee State UniversityJun 2019 to Dec 2022
- Sudsy's CarwashJun 2019 to Nov 2020
- Samurai's CuisineNov 2017 to Mar 2019
- Riverdale High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7730646
- Firm CRD
- 6413