Benjamin Goldberg (CRD# 5105810) is an Investment Advisor Representative working at Enlightened Advisors Wealth Management LLC in Tucson, AZ and has over 18 years of experience in the finance industry.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 4840087
Lpl Financial LLC
CRD# 5717300
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enlightened Advisors Wealth Management LLC | Tucson, AZ | Mar 2017 - Current | 7 |
| Q&a Insurance Agency | Tucson, AZ | Oct 2015 - Current | 8 |
| H.d. Vest Investment Services | Tuscon, AZ | Sep 2009 - Aug 2017 | 7 |
| H.d. Vest Advisory Services | Tuscon, AZ | Sep 2009 - Aug 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2006 |
- AZ
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$61,449
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ
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