Heath Goldman (CRD# 2560987) is an Investment Advisor Representative working at World Equity Group, Inc. in Sherman Oaks, CA and has over 29 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| World Equity Group | Sherman Oaks, CA | Apr 2018 - Current | 6 |
| Guardian Life Insurance Co | Glendale, CA | Jul 2015 - Current | 8 |
| Icon Wealth & Legacy Partners | Sherman Oaks, CA | May 2004 - Current | 19 |
| Hk Wealth Management, Inc. | Sherman Oaks, CA | Mar 2017 - Apr 2018 | 1 |
| Park Avenue Securities LLC | Glendale, CA | Jul 2015 - Dec 2016 | 1 |
| Pacific Advisors | Claremont, CA | Jul 2015 - Dec 2016 | 1 |
| Next Financial Group, Inc. | Sherman Oaks, CA | Oct 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1995 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1995 |
- CA
- NM
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Total Assets Under Management859MILLIONS
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Total Number of Accounts3,103ACCOUNTS
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Average Account Value$276,682
- 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)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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