Douglas Goldstein, financial advisor Miami FL

Douglas Goldstein

CRD Number: 2229128
Current Firm: Portfolio Resources Advisor Group, Inc.

Douglas Goldstein (CRD# 2229128) is an Investment Advisor Representative working at Portfolio Resources Advisor Group, Inc. in Miami, FL and has over 31 years of experience in the finance industry. Douglas Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Portfolio resources Advisor Group Miami, FL Dec 2008 - Current 15
Portfolio Resources Group, Inc. Miami, FL Jul 2002 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1992
S65 NASAA Investment Advisors Law Examination Feb 2005
Contact Info for Douglas A. Goldstein
Phone Number: 305-372-0299
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    108
    MILLIONS
  • Total Number of Accounts
    533
    ACCOUNTS
  • Average Account Value
    $202,338
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, NY, PA, TX

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