Kevin BerenzweigCRD Number: 5063028
Current Firm: Woodbury Financial Services, Inc.
Kevin Berenzweig (CRD# 5063028) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in San Diego, CA and has over 15 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Woodbury Financial Services Inc.||San Diego, CA||Dec 2018 - Current||3|
|Rsg Partners Financial & Insurance Services, Inc.||La Jolla, CA||Jun 2006 - Current||15|
|Arbor Point Advisors||San Diego, CA||Sep 2014 - Dec 2018||4|
|Securities America Advisors, Inc.||San Diego, CA||Aug 2013 - Dec 2018||5|
|Securities America, Inc.||La Jolla, CA||Jan 2009 - Dec 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management15,588MILLIONS
Total Number of Accounts71,852ACCOUNTS
Average Account Value$216,951
- 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
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
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