James Goldsworth (CRD# 7694191) is an Investment Advisor Representative working at Ruesoff Asset Management LLC in Laguna Niguel, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ruesoff Asset Management LLC | Laguna Niguel, CA | Feb 2023 - Current | 1 |
| Ruesoff Asset Management LLC | Laguna Niguel, CA | Aug 2022 - Current | 1 |
| Tauben South Inc. | Dana Point, CA | Apr 2018 - Current | 6 |
| Us Direct Inc. | Irvine, CA | Sep 2016 - Mar 2018 | 1 |
| Taubenpost Inc. | Lake Forest, CA | Jan 1981 - Sep 2016 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- CA
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts28ACCOUNTS
-
Average Account Value$367,107
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.