Steven GoslinCRD Number: 5539844
Current Firm: Cambridge Investment Research Advisors, Inc.
Steven Goslin (CRD# 5539844) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Riverside, CA and has over 9 years of experience in the finance industry.
Financial Management Network Inc.
Centaurus Financial, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||Feb 2013 - Current||5|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Feb 2013 - Current||5|
|Metlife Securities Inc.||Murrieta, CA||Jun 2008 - Jan 2013||4|
|Oaktreecottages Inc.||Murrieta, CA||Jun 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2008|
|S65||NASAA Investment Advisors Law Examination||Nov 2009|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY