Daniel Goldstein (CRD# 6100346) is an Investment Advisor Representative working at Pure Financial Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Daniel 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pure Financial Advisors, LLC | San Diego, CA | Apr 2024 - Current | < 1 |
| Pure Financial Advisors, LLC | San Diego, CA | Mar 2022 - Apr 2024 | 2 |
| Capasso Planning Partners LLC | Charleston, SC | Feb 2021 - Feb 2022 | 1 |
| Unemployed | Chicago, IL | Feb 2020 - Feb 2021 | 1 |
| Hightower Advisers, LLC | Chicago, IL | Jul 2019 - Feb 2020 | < 1 |
| Delphi Private Advisors | San Diego, CA | May 2018 - Jul 2019 | 1 |
| Cibc Bank Usa | Chicago, IL | Nov 2010 - Apr 2018 | 7 |
- IL
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Total Assets Under Management6,293MILLIONS
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Total Number of Accounts17,762ACCOUNTS
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Average Account Value$354,285
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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