Elad Goren (CRD# 3188161) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Newbury Park, CA and has over 24 years of experience in the finance industry. Elad Goren 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.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kestra Investment Services | Newbury Park, CA | Sep 2023 - Current | < 1 |
| Kestra Advisory Services | Newbury Park, CA | Sep 2023 - Current | < 1 |
| Osaic Wealth, Inc. | Newbury Park, CA | Sep 2023 - Oct 2023 | < 1 |
| Sagepoint Financial Advisors | Westlake Village, CA | Feb 2011 - Sep 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management48,324MILLIONS
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Total Number of Accounts140,425ACCOUNTS
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Average Account Value$344,129
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