Daniel Goldberg, financial advisor Pacific Palisades CA

Daniel Goldberg

CRD Number: 5289617
Current Firm: Goldberg Financial Advisors, LLC

Daniel Goldberg (CRD# 5289617) is an Investment Advisor Representative working at Goldberg Financial Advisors, LLC in Pacific Palisades, CA and has over 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Goldberg Financial Advisors, LLC Pacific Palisades, CA Aug 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2007
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Daniel J. Goldberg
Phone Number: (310) 995-3396
Registered State(s):
  • CA
  • TX
Current Firm Details
Goldberg Financial Advisors, LLC
Firm's CRD Number: 158147
By the Numbers
  • Total Assets Under Management
    92
    MILLIONS
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $427,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
Types of Clients
Registered States

CA, TX

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