Larry GoldbergCRD Number: 703738
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Larry Goldberg (CRD# 703738) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Miami, FL and has over 22 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Kingsview Wealth Management, LLC
Efg Asset Management (americas) Corp.
|Bank Of America, N.a.||Northbrook, IL||Sep 2015 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Northbrook, IL||Aug 2015 - Current||6|
|Credit Suisse Secuirities (usa) LLC||Northbrook, IL||May 2008 - Aug 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1999|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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