Benjamin Genzman (CRD# 5439515) is an Investment Advisor Representative working at Gr Financial Group, LLC in Tucson, AZ and has over 10 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gr Financial Group, LLC | Tucson, AZ | Jan 2015 - Current | 9 |
| Bgr Health Group, LLC | Tucson, AZ | Aug 2013 - May 2015 | 1 |
| Bgr Financial Group, LLC | Tucson, AZ | May 2008 - May 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- AZ
-
Total Assets Under Management815MILLIONS
-
Total Number of Accounts2,394ACCOUNTS
-
Average Account Value$340,351
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AZ, CA, CO, NC, NE, NH, NM, NV, OH, OR, TX, WA
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