Steven Goldstein, financial advisor Alpharetta GA

Steven Goldstein

CRD Number: 4584706
Current Firm: Kestra Advisory Services, LLC
Compensation Model: Both

Steven Goldstein (CRD# 4584706) is an Investment Advisor Representative working at oXYGen Financial, Inc. in Alpharetta, GA and has over 13 years of experience in the finance industry. Steven Goldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
Kestra Advisory Services, LLC Atlanta, GA Apr 2016 - Current 7
Kestra Investment Services, LLC Atlanta, GA Sep 2015 - Current 8
Investacorp Inc. Miami Lakes, FL Dec 2008 - Current 15
Investacorp Advisory Services Inc. Miami Lakes, FL Dec 2008 - Current 15
Nfp Securities, Inc. Austin, TX Sep 2015 - Apr 2016 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Steven B. Goldstein
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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