Securawealth

Securawealth (CRD# 154000) is a financial advisory firm headquartered in , . They manage $8,160,591 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $247,291
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
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, OH

Financial Advisors at Securawealth
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey M. Eisenberg
CRD#: 4170404
Canton, OH
93
Wealthminder
score

Jeffrey Eisenberg (CRD# 4170404) is an Investment Advisor Representative working at Securawealth in Canton, OH and has over 18 years of experience in the finance industry.

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