Daniel
Goldfarb
Empower Advisory Group, LLC
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About this Advisor
Daniel Goldfarb is a financial advisor based in Solon, Ohio, working with Empower Advisory Group, LLC. Daniel has previously held positions at Lincoln Financial Advisors Corp, Zahav Asset Management, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC, LPL Financial LLC, Resource Strategies, Inc, Valmark Securities, Inc, Empower Advisory Group, LLC, Empower Financial Services, Inc, Personal Capital Advisors Corporation, and Planned Financial Services. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Daniel is part of Empower Advisory Group, LLC, which operates out of Solon, Ohio. The firm has 4 offices and 766 employees. The firm manages assets totaling $134.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Empower Advisory Group, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Empower Advisory Group, LLC Brokerage Details
$134,279,160,181
766
188,739
$711,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Daniel Goldfarb Work History
Empower Advisory Group, LLC
Empower Financial Services, Inc
Personal Capital Advisors Corporation
Resource Strategies, Inc
Valmark Securities, Inc
Lpl Financial LLC
The Prudential Insurance Company Of Amercia
Pruco Securities, LLC
Planned Financial Services
Zahav Asset Management, LLC
Lincoln Financial Advisors Corp
Disclosures
Please visit the SEC profile of Daniel Goldfarb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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