Kira Golden, financial advisor Humacao PR

Kira Golden

CRD Number: 5400033
Current Firm: Direct Source Wealth Advisory

Kira Golden (CRD# 5400033) is an Investment Advisor Representative working at Direct Source Wealth Advisory in Humacao, PR and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Direct Source Wealth Advisory LLC San Juan, PR Nov 2018 - Current 5
Direct Source Wealth, Inc. San Juan, PR Apr 2014 - Current 9
Direct Source Loans, Inc. Sedona, AZ Jan 2012 - Apr 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Kira D. Golden
Phone Number: 720-517-2686
Firm Website: https://dswadvisors.com/
Registered State(s):
  • PR
Current Firm Details
Direct Source Wealth Advisory
Firm's CRD Number: 300201
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

PR

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