Elad GorenCRD Number: 3188161
Current Firm: Sagepoint Financial, Inc.
Elad Goren (CRD# 3188161) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Newbury Park, CA and has over 18 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.
Greyfox Investors LLC
Invictus Asset Management LLC
Lamia Financial Group, Inc.
|Sagepoint Financial Advisors||Westlake Village, CA||Feb 2011 - Current||6|
|Next Financial Group, Inc.||Westlake Village, CA||Dec 2004 - Feb 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2005|
- Customer Dispute
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops