Adam Goyer, financial advisor Pasadena CA
93 score

Adam Goyer

CRD Number: 5529343
Current Firm: Holly Street Wealth Advisors

Adam Goyer (CRD# 5529343) is an Investment Advisor Representative working at Holly Street Wealth Advisors in Pasadena, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Holly Street Wealth Advisors Pasadena, CA Jun 2016 - Current < 1
Monarch Bay Securities, LLC El Segundo, CA Apr 2016 - Current < 1
Uptime Electronics Inc. Whittier, CA Jan 2006 - Current 10
Partnervest Advisory Services LLC Santa Barbara, CA Oct 2013 - Mar 2016 2
Neuromore Miami, FL Jan 2015 - Oct 2015 < 1
Muse Toronto, Aug 2014 - Oct 2015 1
Keystone Capital Corporation San Diego, CA Jan 2014 - Jun 2014 < 1
New England Securities Woodland Hills, CA Feb 2012 - May 2013 1
Parsonex Lending Solutions, Inc. Aurora, CO Mar 2008 - Jan 2012 3
Envision Tech Inc. Torrance, CA Mar 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Feb 2013
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Adam M. Goyer
Phone Number: 626-657-0559
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $277,419
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CA, FL, NJ, TX

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BADGES
93

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