Alfredo Gonzalez has been Chief Compliance Officer of Wealth Intelligence since September 2024, is a control person of the firm and directly owns under 5% of it. Alfredo Gonzalez holds a Bachelor's degree in Business Administration from Columbus State University.
Wealth Intelligence, LLC is a Columbus, GA firm with $247M under management, 228 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Alfredo “Fredo” Gonzalez is Financial Advisor of Wealth Intelligence in Georgia. He joined the firm in January 2022 and retired from the U.S. Army on August 1, 2022, after serving more than 21 years, 17 of them in Special Forces.
Alfredo Gonzalez’s longest registration was 2 years at Raymond James Financial Services Advisors, Inc (2022–2025). Before joining Wealth Intelligence in 2024, Alfredo Gonzalez was registered through Raymond James Financial Services Advisors, Inc.
- Wealth Intelligence, LLCCurrent– present · 1 yearColumbus, GA · Adviser representative · Firm CRD 333253
- Raymond James Financial Services Advisors, Inc– · 2 yearsColumbus, GA · Adviser representative · Firm CRD 149018
Professional designations
Listed by Wealth Intelligence
- AAMS
Investment adviser representative registrations
Alfredo Gonzalez is registered as an investment adviser representative in Georgia, since December 2024.
- GeorgiaSince 5 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 15 July 2022 |
| Series 7TO | General Securities Representative Examination | 13 June 2022 |
| SIE | Securities Industry Essentials Examination | 24 February 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7492407
- Firm
- Wealth Intelligence · CRD 333253
- Role
- Chief Compliance Officer
- Office
- 2900 WARM SPRINGS RD, Columbus, GA 30295
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthintel.com
Where does Alfredo Gonzalez work?
Alfredo Gonzalez has been Chief Compliance Officer of Wealth Intelligence, LLC since September 2024, and is a control person of the firm.
Is Alfredo Gonzalez a financial advisor?
Yes. Alfredo Gonzalez has a current investment-adviser registration in Georgia, through Wealth Intelligence since December 2024.
How many years of experience does Alfredo Gonzalez have?
Alfredo Gonzalez has 4 years in the financial industry, since June 2022, across 2 adviser firms.
What exams has Alfredo Gonzalez passed?
Alfredo Gonzalez has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2022.
Where is Alfredo Gonzalez based?
Alfredo Gonzalez’s registered office is in Columbus, GA.
Is Alfredo Gonzalez registered with FINRA?
No. Alfredo Gonzalez has no current broker registration.
How can I verify Alfredo Gonzalez’s record?
Search CRD 7492407 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alfredo Gonzalez’s full registration record.
