Benjamin GenzmanCRD 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 3 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Cuso Financial Services, LP
|Gr Financial Group, LLC||Tucson, AZ||Jan 2015 - Current||2|
|Bgr Health Group, LLC||Tucson, AZ||Aug 2013 - Current||3|
|Advocare||Plano, TX||Aug 2012 - Current||4|
|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|
Total Assets Under Management245MILLIONS
Total Number of Accounts1,265ACCOUNTS
Average Account Value$193,876
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, TX, WA
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