Benjamin Genzman, financial advisor Tucson AZ
89 score

Benjamin Genzman

CRD Number: 5439515
Current Firm: Gr Financial Group, LLC

Benjamin Genzman (CRD# 5439515) is an Investment Advisor Representative working at Gr Financial Group, LLC in Tucson, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Gr Financial Group, LLC Tucson, AZ Jan 2015 - Current 2
Bgr Health Group, LLC Tucson, AZ Aug 2013 - Current 4
Advocare Plano, TX Aug 2012 - Current 5
Bgr Financial Group, LLC Tucson, AZ May 2008 - May 2015 7
Universtiy Of Arizona Tucson, AZ Aug 2010 - May 2014 3
Flemmings Tucson, AZ May 2011 - Aug 2011 < 1
Pusch Ridge Chrisitan Academy Tuscon, AZ Aug 2005 - May 2010 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Benjamin S. Genzman
Phone Number: 520-577-4711
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    245
    MILLIONS
  • Total Number of Accounts
    1,265
    ACCOUNTS
  • Average Account Value
    $193,876
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, TX, WA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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